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Financial Solutions Advisory Group’s Costco COST Stock Holding History

Financial Solutions Advisory Group’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 		$360K Buy
394
+112
+40% +$112K 0.05% 136
2026
Q1 		$281K Buy
+282
New +$275K 0.04% 145

Other funds holding COST

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
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Financial Solutions Advisory Group's COST Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Costco (COST) stake by 40% in Q2 2026, buying an estimated $112K and bringing the position to 394 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #136.

Financial Solutions Advisory Group first reported a position in COST in Q1 2026 and has held it in 2 quarters since. 1,279 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Financial Solutions Advisory Group held 394 shares of Costco worth $360K as of Q2 2026.
  • Financial Solutions Advisory Group bought 112 Costco shares in Q2 2026, an estimated $112K.
  • Costco made up 0.05% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #136 holding.
  • Financial Solutions Advisory Group first reported a position in Costco in Q1 2026 and has held it in 2 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.