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GoalVest Advisory’s Ross Stores ROST Stock Holding History

GoalVest Advisory’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
Q3 		$9.1K Buy
39
+27
+225% +$6.33K ﹤0.01% 463
2026
Q2 		$2.55K Sell
12
-49
-80% -$11K ﹤0.01% 437
2026
Q1 		$13.2K Buy
+61
New +$12.2K ﹤0.01% 357
2025
Q2 		– Sell
-3
Closed -$383 – 501
2025
Q1 		$383 Buy
+3
New +$420 ﹤0.01% 388

Other funds holding ROST

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's ROST Position: Q3 2026 in Review

GoalVest Advisory increased its Ross Stores (ROST) stake by 225% in Q3 2026, buying an estimated $6.33K and bringing the position to 39 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

GoalVest Advisory first reported a position in ROST in Q1 2025 and has held it in 4 quarters since. The position peaked at $13.2K in Q1 2026. 47 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • GoalVest Advisory held 39 shares of Ross Stores worth $9.1K as of Q3 2026.
  • GoalVest Advisory bought 27 Ross Stores shares in Q3 2026, an estimated $6.33K.
  • Ross Stores made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #463 holding.
  • GoalVest Advisory first reported a position in Ross Stores in Q1 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's Ross Stores position peaked at $13.2K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

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