Insight Wealth Partners’s Costco COST Stock Holding History

Insight Wealth Partners’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 Q1	$262K	Buy	263 +5	+2%	+$4.87K	0.04%	107
2025 Q4	$222K	Sell	258 -11	-4%	-$9.97K	0.03%	108
2025 Q3	$249K	Sell	269 -13	-5%	-$12.5K	0.08%	103
2025 Q2	$279K	Buy	282 +48	+21%	+$47.7K	0.11%	90
2025 Q1	$221K	Sell	234 -46	-16%	-$44.8K	0.04%	104
2024 Q4	$257K	Sell	280 -100	-26%	-$92.8K	0.04%	86
2024 Q3	$337K	Buy	+380	New	+$330K	0.07%	80
2022 Q2	–	Sell	-526	Closed	-$303K	–	64
2022 Q1	$303K	Sell	526 -193	-27%	-$101K	0.17%	58
2021 Q4	$408K	Buy	+719	New	+$368K	0.08%	54

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insight Wealth Partners's COST Position: Q1 2026 in Review

Insight Wealth Partners increased its Costco (COST) stake by 1.9% in Q1 2026, buying an estimated $4.87K and bringing the position to 263 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #107.

Insight Wealth Partners first reported a position in COST in Q4 2021 and has held it in 9 quarters since. The position peaked at $408K in Q4 2021. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Insight Wealth Partners held 263 shares of Costco worth $262K as of Q1 2026.
Insight Wealth Partners bought 5 Costco shares in Q1 2026, an estimated $4.87K.
Costco made up 0.04% of Insight Wealth Partners's portfolio in Q1 2026, its #107 holding.
Insight Wealth Partners first reported a position in Costco in Q4 2021 and has held it in 9 quarters since.
Insight Wealth Partners's Costco position peaked at $408K in Q4 2021.
4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.