Aletheian Wealth Advisors’s Costco COST Stock Holding History

Aletheian Wealth Advisors’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	$487K	Buy	521 +38	+8%	+$37.9K	0.21%	64
2026 Q1	$481K	Buy	+483	New	+$471K	0.23%	59
2025 Q3	$495K	Hold	535	–	–	0.23%	59
2025 Q2	$530K	Sell	535 -29	-5%	-$28.8K	0.26%	56
2025 Q1	$533K	Buy	564 +48	+9%	+$46.8K	0.3%	54
2024 Q4	$473K	Buy	516 +29	+6%	+$26.9K	0.28%	54
2024 Q3	$432K	Sell	487 -1,516	-76%	-$1.32M	0.25%	56
2024 Q2	$1.7M	Buy	2,003 +68	+4%	+$53.1K	0.9%	27
2024 Q1	$1.42M	Buy	1,935 +516	+36%	+$368K	0.77%	31
2023 Q4	$937K	Sell	1,419 -17	-1%	-$10.1K	0.62%	40
2023 Q3	$811K	Sell	1,436 -47	-3%	-$25.9K	0.62%	42
2023 Q2	$798K	Buy	+1,483	New	+$750K	0.55%	45

Other funds holding COST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aletheian Wealth Advisors's COST Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Costco (COST) stake by 7.9% in Q2 2026, buying an estimated $37.9K and bringing the position to 521 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #64.

Aletheian Wealth Advisors first reported a position in COST in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.7M in Q2 2024. 1,979 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Aletheian Wealth Advisors held 521 shares of Costco worth $487K as of Q2 2026.
Aletheian Wealth Advisors bought 38 Costco shares in Q2 2026, an estimated $37.9K.
Costco made up 0.21% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Aletheian Wealth Advisors first reported a position in Costco in Q2 2023 and has held it in 12 quarters since.
Aletheian Wealth Advisors's Costco position peaked at $1.7M in Q2 2024.
1,979 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.