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Inspirion Wealth Advisors’s Costco COST Stock Holding History

Inspirion Wealth Advisors’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 		$914K Sell
1,004
-1
-0.1% -$934 0.1% 76
2026
Q2 		$930K Buy
1,005
+51
+5% +$50.8K 0.11% 79
2026
Q1 		$951K Buy
954
+20
+2% +$19.5K 0.12% 72
2025
Q4 		$805K Buy
934
+87
+10% +$78.8K 0.1% 81
2025
Q3 		$751K Sell
847
-71
-8% -$68.1K 0.11% 70
2025
Q2 		$908K Buy
918
+4
+0.4% +$3.98K 0.12% 66
2025
Q1 		$865K Buy
914
+60
+7% +$58.5K 0.12% 64
2024
Q4 		$787K Buy
854
+7
+0.8% +$6.5K 0.11% 72
2024
Q3 		$751K Buy
847
+125
+17% +$108K 0.11% 70
2024
Q2 		$614K Buy
722
+46
+7% +$35.9K 0.09% 80
2024
Q1 		$495K Buy
676
+69
+11% +$49.3K 0.08% 89
2023
Q4 		$395K Buy
607
+60
+11% +$35.6K 0.07% 97
2023
Q3 		$309K Buy
547
+5
+0.9% +$2.76K 0.06% 107
2023
Q2 		$292K Buy
+542
New +$274K 0.06% 111

Other funds holding COST

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Inspirion Wealth Advisors's COST Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its Costco (COST) stake by 0.1% in Q3 2026, selling an estimated $934 and leaving 1,004 shares worth $914K. The position accounts for 0.1% of the portfolio, ranked #76.

Inspirion Wealth Advisors first reported a position in COST in Q2 2023 and has held it in 14 quarters since. The position peaked at $951K in Q1 2026. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Inspirion Wealth Advisors held 1,004 shares of Costco worth $914K as of Q3 2026.
  • Inspirion Wealth Advisors sold 1 Costco share in Q3 2026, an estimated $934.
  • Costco made up 0.1% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #76 holding.
  • Inspirion Wealth Advisors first reported a position in Costco in Q2 2023 and has held it in 14 quarters since.
  • Inspirion Wealth Advisors's Costco position peaked at $951K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.