GoalVest Advisory’s Ross Stores ROST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

GoalVest Advisory's ROST Position: Q2 2026 in Review

GoalVest Advisory reduced its Ross Stores (ROST) stake by 80% in Q2 2026, selling an estimated $11K and leaving 12 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

GoalVest Advisory first reported a position in ROST in Q1 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold ROST as of Q2 2026.

  • GoalVest Advisory held 12 shares of Ross Stores worth $2.55K as of Q2 2026.
  • GoalVest Advisory sold 49 Ross Stores shares in Q2 2026, an estimated $11K.
  • Ross Stores made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #437 holding.
  • GoalVest Advisory first reported a position in Ross Stores in Q1 2025 and has held it in 3 quarters since.
  • GoalVest Advisory's Ross Stores position peaked at $13.2K in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Ross Stores as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.