ROST ROSS STORES INC COM

Ownership history in VALLEY WEALTH MANAGERS, INC.  ·  108 quarters on record

AI Ownership Summary

VALLEY WEALTH MANAGERS, INC. reported ROSS STORES INC COM (ROST) in 108 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.61% in 2023 Q4. The latest visible filing shows ROST at 1.54% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALLEY WEALTH MANAGERS, INC.'s position in ROSS STORES INC COM, 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
2025 Q4

ROST was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 VALLEY WEALTH MANAGERS, INC. held ROST — position size vs. price
% of Fund (quarterly)    ROST price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 133,434 +782 +0.6% 1.54% $24.0M 2026-02-14 (Est.) $196.12
2025 Q3 ADDED 132,652 +1,304 +1.0% 1.34% $20.2M 2025-11-03 $160.49
2025 Q2 REDUCED 131,348 -1,040 -0.8% 1.21% $16.8M 2025-08-06 $145.52
2025 Q1 REDUCED 132,388 -867 -0.7% 1.28% $16.9M 2025-05-07 $141.62
2024 Q4 REDUCED 133,255 -90 -0.1% 1.51% $20.2M 2025-01-31 $148.59
2024 Q3 REDUCED 133,345 -320 -0.2% 1.49% $20.1M 2024-11-06 $136.46
2024 Q2 REDUCED 133,665 -8,848 -6.2% 1.55% $19.4M 2024-08-08 $136.74
2024 Q1 REDUCED 142,513 -6,518 -4.4% 1.58% $20.9M 2024-05-03 $128.18
2023 Q4 REDUCED 149,031 -1,878 -1.2% 1.61% $20.6M 2024-02-07 $139.99
2023 Q3 REDUCED 150,909 -4,494 -2.9% 1.42% $17.0M 2023-11-09 $119.28
98 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VALLEY WEALTH MANAGERS, INC. and ROST

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

How long has VALLEY WEALTH MANAGERS, INC. reported owning ROST?

VALLEY WEALTH MANAGERS, INC. reported ROST across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ROST position in VALLEY WEALTH MANAGERS, INC.'s portfolio?

The largest reported portfolio weight for ROST was 1.61% in 2023 Q4.

What is the latest reported ROST position on this page?

The most recent filing on this page is 2025 Q4, when VALLEY WEALTH MANAGERS, INC. reported 133,434 shares, equal to 1.54% of portfolio, with an estimated market value of $24.0M.

What does the chart on this ROST ownership page compare?

The chart compares VALLEY WEALTH MANAGERS, INC.'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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