Traphagen Investment Advisors’s Ross Stores ROST Stock Holding History

Traphagen Investment Advisors’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	$712K	Buy	+3,049	New	+$715K	0.05%	108

Other funds holding ROST

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Traphagen Investment Advisors's ROST Position: Q3 2026 in Review

Traphagen Investment Advisors opened a new position in Ross Stores (ROST) in Q3 2026: 3,049 shares worth $712K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

126 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

Traphagen Investment Advisors held 3,049 shares of Ross Stores worth $712K as of Q3 2026.
Ross Stores was a new Traphagen Investment Advisors position in Q3 2026.
Ross Stores made up 0.05% of Traphagen Investment Advisors's portfolio in Q3 2026, its #108 holding.
126 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.