Insight Wealth Strategies’s Costco COST Stock Holding History

Insight Wealth Strategies’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	$354K	Buy	383 +171	+81%	+$170K	0.03%	145
2026 Q1	$212K	Buy	+212	New	+$207K	0.02%	172
2021 Q2	–	Sell	-831	Closed	-$293K	–	196
2021 Q1	$293K	Sell	831 -6	-0.7%	-$2.09K	0.04%	179
2020 Q4	$315K	Buy	837 +107	+15%	+$40K	0.05%	160
2020 Q3	$259K	Buy	+730	New	+$245K	0.05%	160
2019 Q1	–	Sell	-4,401	Closed	-$896K	–	137
2018 Q4	$896K	Buy	+4,401	New	+$983K	0.27%	55

Other funds holding COST

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Insight Wealth Strategies's COST Position: Q2 2026 in Review

Insight Wealth Strategies increased its Costco (COST) stake by 81% in Q2 2026, buying an estimated $170K and bringing the position to 383 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #145.

Insight Wealth Strategies first reported a position in COST in Q4 2018 and has held it in 6 quarters since. The position peaked at $896K in Q4 2018. 1,718 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Insight Wealth Strategies held 383 shares of Costco worth $354K as of Q2 2026.
Insight Wealth Strategies bought 171 Costco shares in Q2 2026, an estimated $170K.
Costco made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #145 holding.
Insight Wealth Strategies first reported a position in Costco in Q4 2018 and has held it in 6 quarters since.
Insight Wealth Strategies's Costco position peaked at $896K in Q4 2018.
1,718 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.