N.E.W. Advisory Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
Other funds holding COST
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N.E.W. Advisory Services's COST Position: Q2 2026 in Review
N.E.W. Advisory Services increased its Costco (COST) stake by 11% in Q2 2026, buying an estimated $40.9K and bringing the position to 403 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #168.
N.E.W. Advisory Services first reported a position in COST in Q2 2022 and has held it in 15 quarters since. The position peaked at $490K in Q1 2025. 3,134 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- N.E.W. Advisory Services held 403 shares of Costco worth $377K as of Q2 2026.
- N.E.W. Advisory Services bought 41 Costco shares in Q2 2026, an estimated $40.9K.
- Costco made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #168 holding.
- N.E.W. Advisory Services first reported a position in Costco in Q2 2022 and has held it in 15 quarters since.
- N.E.W. Advisory Services's Costco position peaked at $490K in Q1 2025.
- 3,134 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.