Aigen Investment Management’s Costco COST Stock Holding History

Aigen Investment Management’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,815	Closed	-$2.8M	–	594
2026 Q1	$2.8M	Buy	2,815 +92	+3%	+$89.7K	0.72%	24
2025 Q4	$2.35M	Buy	+2,723	New	+$2.47M	0.54%	42
2025 Q2	–	Sell	-3,870	Closed	-$3.66M	–	835
2025 Q1	$3.66M	Buy	3,870 +2,924	+309%	+$2.85M	0.58%	21
2024 Q4	$867K	Sell	946 -3,756	-80%	-$3.49M	0.15%	198
2024 Q3	$4.17M	Buy	+4,702	New	+$4.08M	0.82%	11
2024 Q2	–	Sell	-3,758	Closed	-$2.75M	–	820
2024 Q1	$2.75M	Sell	3,758 -2,107	-36%	-$1.5M	0.6%	20
2023 Q4	$3.87M	Buy	+5,865	New	+$3.48M	0.69%	16
2022 Q1	–	Sell	-21,783	Closed	-$11.7M	–	644
2021 Q4	$11.7M	Buy	+21,783	New	+$11.2M	0.72%	11
2020 Q3	–	Sell	-6,619	Closed	-$2.01M	–	887
2020 Q2	$2.01M	Sell	6,619 -18,873	-74%	-$5.74M	0.26%	95
2020 Q1	$7.27M	Buy	+25,492	New	+$7.74M	0.97%	5

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aigen Investment Management's COST Position: Q2 2026 in Review

Aigen Investment Management sold out of Costco (COST) in Q2 2026, closing a stake of 2,815 shares — an estimated $2.8M sold.

Aigen Investment Management first reported a position in COST in Q1 2020 and held it in 10 quarters. The position peaked at $11.7M in Q4 2021. 4,251 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Aigen Investment Management reported no remaining Costco position as of Q2 2026 after selling out during the quarter.
Aigen Investment Management sold 2,815 Costco shares in Q2 2026, an estimated $2.8M.
Aigen Investment Management first reported a position in Costco in Q1 2020 and held it in 10 quarters.
Aigen Investment Management's Costco position peaked at $11.7M in Q4 2021.
4,251 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.