Smallwood Wealth Investment Management, LLC
Position in ROST — Ross Stores, Inc.
CIK 1921304
RED BANK, NJ
Position in ROST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,554
-$3,078 QoQ
Shares Held
12
-53.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#472
of 497 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $19,291 across 3 Apparel Retail names. ROST ranks #2 (13.2% of the industry book) .
All Filings in ROST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,554 | 12 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,632 | 26 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,683 | 26 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,828 | 12 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||