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BEACON INVESTMENT ADVISORY SERVICES, INC. → ROST
BEACON INVESTMENT ADVISORY SERVICES, INC. ROST Position History
Ross Stores, Inc. • Consumer Cyclical
Quarters held
6
Latest value
$31.6M
Q3 2026
Peak value
$33.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.9M |
| Q4 2025 | $29.2M |
| Q4 2025 | $29.2M |
| Q1 2026 | $33.4M |
| Q2 2026 | $31.2M |
| Q3 2026 | $31.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31.6M | 135.4K | — | — |
| Q2 2026 | $31.2M | 146.7K | — | — |
| Q1 2026 | $33.4M | 154.0K | — | — |
| Q4 2025 | $29.2M | 161.9K | — | — |
| Q4 2025 | $29.2M | 161.9K | — | — |
| Q3 2025 | $25.9M | 170.0K | — | — |