GA
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GoalVest Advisory’s Ralph Lauren RL Stock Holding History

GoalVest Advisory’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.17K Buy
+23
New +$8.47K ﹤0.01% 478
2022
Q2 		– Sell
-1
Closed – – 494
2022
Q1 		$0 Buy
+1
New +$118 ﹤0.01% 482

Other funds holding RL

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's RL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Ralph Lauren (RL) in Q3 2026: 23 shares worth $8.17K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in RL as recently as Q1 2022.

GoalVest Advisory first reported a position in RL in Q1 2022 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold RL as of Q3 2026.

  • GoalVest Advisory held 23 shares of Ralph Lauren worth $8.17K as of Q3 2026.
  • Ralph Lauren was a new GoalVest Advisory position in Q3 2026.
  • Ralph Lauren made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #478 holding.
  • GoalVest Advisory first reported a position in Ralph Lauren in Q1 2022 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2026.

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