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 Q3	$253K	Sell	278 -9	-3%	-$8.4K	0.03%	122
2026 Q2	$268K	Buy	287 +24	+9%	+$23.9K	0.04%	120
2026 Q1	$262K	Buy	263 +5	+2%	+$4.87K	0.04%	107
2025 Q4	$222K	Sell	258 -11	-4%	-$10K	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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Insight Wealth Partners's COST Position: Q3 2026 in Review

Insight Wealth Partners reduced its Costco (COST) stake by 3.1% in Q3 2026, selling an estimated $8.4K and leaving 278 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #122.

Insight Wealth Partners first reported a position in COST in Q4 2021 and has held it in 11 quarters since. The position peaked at $408K in Q4 2021. 3,275 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Insight Wealth Partners held 278 shares of Costco worth $253K as of Q3 2026.
Insight Wealth Partners sold 9 Costco shares in Q3 2026, an estimated $8.4K.
Costco made up 0.03% of Insight Wealth Partners's portfolio in Q3 2026, its #122 holding.
Insight Wealth Partners first reported a position in Costco in Q4 2021 and has held it in 11 quarters since.
Insight Wealth Partners's Costco position peaked at $408K in Q4 2021.
3,275 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.