Aquire Wealth Advisors’s Costco COST Stock Holding History

Aquire 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	$779K	Buy	833 +7	+0.8%	+$6.97K	0.18%	28
2026 Q1	$823K	Buy	+826	New	+$805K	0.22%	27
2025 Q1	–	Sell	-223	Closed	-$204K	–	50
2024 Q4	$204K	Buy	+223	New	+$207K	0.06%	46
2022 Q1	–	Sell	-125	Closed	-$71K	–	73
2021 Q4	$71K	Buy	+125	New	+$64K	0.04%	80

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

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

Aquire Wealth Advisors increased its Costco (COST) stake by 0.85% in Q2 2026, buying an estimated $6.97K and bringing the position to 833 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #28.

Aquire Wealth Advisors first reported a position in COST in Q4 2021 and has held it in 4 quarters since. The position peaked at $823K in Q1 2026. 4,233 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Aquire Wealth Advisors held 833 shares of Costco worth $779K as of Q2 2026.
Aquire Wealth Advisors bought 7 Costco shares in Q2 2026, an estimated $6.97K.
Costco made up 0.18% of Aquire Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Aquire Wealth Advisors first reported a position in Costco in Q4 2021 and has held it in 4 quarters since.
Aquire Wealth Advisors's Costco position peaked at $823K in Q1 2026.
4,233 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.