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Smallwood Wealth Investment Management’s Ross Stores ROST Stock Holding History

Smallwood Wealth Investment Management’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55K Sell
12
-14
-54% -$3.15K ﹤0.01% 396
2026
Q1 		$5.63K Hold
26
– – ﹤0.01% 364
2025
Q4 		$4.68K Buy
26
+14
+117% +$2.34K ﹤0.01% 359
2025
Q3 		$1.83K Buy
+12
New +$1.71K ﹤0.01% 400

Other funds holding ROST

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's ROST Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Ross Stores (ROST) stake by 54% in Q2 2026, selling an estimated $3.15K and leaving 12 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Smallwood Wealth Investment Management first reported a position in ROST in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.63K in Q1 2026. 553 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • Smallwood Wealth Investment Management held 12 shares of Ross Stores worth $2.55K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 14 Ross Stores shares in Q2 2026, an estimated $3.15K.
  • Ross Stores made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #396 holding.
  • Smallwood Wealth Investment Management first reported a position in Ross Stores in Q3 2025 and has held it in 4 quarters since.
  • Smallwood Wealth Investment Management's Ross Stores position peaked at $5.63K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.