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Arista Wealth Management’s Costco COST Stock Holding History

Arista Wealth 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 		$7.02M Buy
7,505
+54
+0.7% +$53.8K 0.76% 24
2026
Q1 		$7.42M Buy
7,451
+1,402
+23% +$1.37M 0.9% 21
2025
Q4 		$5.22M Sell
6,049
-1,114
-16% -$1.01M 0.64% 25
2025
Q3 		$6.63M Buy
7,163
+18
+0.3% +$17.3K 0.82% 20
2025
Q2 		$7.07M Buy
7,145
+3,416
+92% +$3.4M 0.98% 20
2025
Q1 		$3.53M Buy
3,729
+170
+5% +$166K 0.85% 16
2024
Q4 		$3.26M Buy
3,559
+14
+0.4% +$13K 0.78% 17
2024
Q3 		$3.14M Buy
3,545
+241
+7% +$209K 0.75% 17
2024
Q2 		$2.81M Buy
3,304
+2,085
+171% +$1.63M 0.74% 17
2024
Q1 		$893K Sell
1,219
-746
-38% -$533K 0.68% 20
2023
Q4 		$1.3M Sell
1,965
-9
-0.5% -$5.33K 0.48% 21
2023
Q3 		$1.12M Sell
1,974
-246
-11% -$136K 0.44% 24
2023
Q2 		$1.2M Buy
2,220
+183
+9% +$92.6K 0.5% 21
2023
Q1 		$1.01M Buy
2,037
+14
+0.7% +$6.87K 0.55% 26
2022
Q4 		$924K Buy
+2,023
New +$989K 0.58% 24

Other funds holding COST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arista Wealth Management's COST Position: Q2 2026 in Review

Arista Wealth Management increased its Costco (COST) stake by 0.72% in Q2 2026, buying an estimated $53.8K and bringing the position to 7,505 shares worth $7.02M. The position accounts for 0.76% of the portfolio, ranked #24.

Arista Wealth Management first reported a position in COST in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.42M in Q1 2026. 2,087 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Arista Wealth Management held 7,505 shares of Costco worth $7.02M as of Q2 2026.
  • Arista Wealth Management bought 54 Costco shares in Q2 2026, an estimated $53.8K.
  • Costco made up 0.76% of Arista Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Arista Wealth Management first reported a position in Costco in Q4 2022 and has held it in 15 quarters since.
  • Arista Wealth Management's Costco position peaked at $7.42M in Q1 2026.
  • 2,087 funds tracked by Wall St. Rank held Costco as of Q2 2026.

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