New Insight Wealth Advisors ROST ROSS STORES INC

Ownership history in New Insight Wealth Advisors  ·  9 quarters on record

AI Ownership Summary

New Insight Wealth Advisors reported ROSS STORES INC (ROST) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.92% in 2024 Q1. The latest visible filing shows ROST at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ROST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Insight Wealth Advisors's position in ROSS STORES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ROST was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How New Insight Wealth Advisors held ROST — position size vs. price
% of Fund (quarterly)    ROST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 9,773 0% 0.76% $2.1M 2026-05-08 $225.81
2025 Q4 UNCHANGED 9,773 0% 0.63% $1.8M 2026-02-17 $197.79
2025 Q3 UNCHANGED 9,773 0% 0.56% $1.5M 2025-10-29 $157.65
2025 Q2 REDUCED 9,773 -69 -0.7% 0.51% $1.2M 2025-07-16 $128.19
2025 Q1 UNCHANGED 9,842 0% 0.57% $1.3M 2025-04-30 $137.63
2024 Q4 UNCHANGED 9,842 0% 0.75% $1.5M 2025-02-07 $140.73
2024 Q3 UNCHANGED 9,842 0% 0.78% $1.5M 2024-11-13 $138.30
2024 Q2 UNCHANGED 9,842 0% 0.84% $1.4M 2024-08-15 $145.17
2024 Q1 INITIATED 9,842 0.92% $1.4M 2024-05-08 $130.07

FAQ About New Insight Wealth Advisors and ROST

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Insight Wealth Advisors reported owning ROST?

New Insight Wealth Advisors reported ROST across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ROST position in New Insight Wealth Advisors's portfolio?

The largest reported portfolio weight for ROST was 0.92% in 2024 Q1.

What is the latest reported ROST position on this page?

The most recent filing on this page is 2026 Q1, when New Insight Wealth Advisors reported 9,773 shares, equal to 0.76% of portfolio, with an estimated market value of $2.1M.

What does the chart on this ROST ownership page compare?

The chart compares New Insight Wealth Advisors's quarterly ROST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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