GoalVest Advisory
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GoalVest Advisory’s Fastenal FAST Stock Holding History

GoalVest Advisory’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-74
Closed -$3.55K – 743
2026
Q2 		$3.55K Buy
+74
New +$3.36K ﹤0.01% 406
2025
Q2 		– Sell
-6
Closed -$233 – 419
2025
Q1 		$233 Sell
6
-132
-96% -$4.95K ﹤0.01% 433
2024
Q4 		$4.96K Buy
+138
New +$5.38K ﹤0.01% 303
2022
Q2 		– Sell
-12
Closed – – 385
2022
Q1 		$0 Buy
+12
New +$335 ﹤0.01% 417

Other funds holding FAST

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Steginsky Capital
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

GoalVest Advisory's FAST Position: Q3 2026 in Review

GoalVest Advisory sold out of Fastenal (FAST) in Q3 2026, closing a stake of 74 shares — an estimated $3.55K sold.

GoalVest Advisory first reported a position in FAST in Q1 2022 and held it in 4 quarters. The position peaked at $4.96K in Q4 2024. 343 funds tracked by Wall St. Rank hold FAST as of Q3 2026.

  • GoalVest Advisory reported no remaining Fastenal position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 74 Fastenal shares in Q3 2026, an estimated $3.55K.
  • GoalVest Advisory first reported a position in Fastenal in Q1 2022 and held it in 4 quarters.
  • GoalVest Advisory's Fastenal position peaked at $4.96K in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Fastenal as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.