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New Insight Wealth Advisors’s Costco COST Stock Holding History

New Insight 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
Q2 		$231K Sell
247
-39
-14% -$38.9K 0.07% 112
2026
Q1 		$285K Sell
286
-33
-10% -$32.2K 0.1% 92
2025
Q4 		$275K Sell
319
-9
-3% -$8.16K 0.1% 97
2025
Q3 		$303K Sell
328
-6
-2% -$5.75K 0.11% 91
2025
Q2 		$330K Sell
334
-4
-1% -$3.98K 0.14% 85
2025
Q1 		$319K Buy
338
+42
+14% +$40.9K 0.15% 75
2024
Q4 		$272K Sell
296
-1
-0.3% -$928 0.14% 73
2024
Q3 		$264K Buy
297
+14
+5% +$12.2K 0.14% 72
2024
Q2 		$241K Buy
283
+6
+2% +$4.68K 0.14% 70
2024
Q1 		$203K Buy
+277
New +$198K 0.13% 81

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New Insight Wealth Advisors's COST Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Costco (COST) stake by 14% in Q2 2026, selling an estimated $38.9K and leaving 247 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #112.

New Insight Wealth Advisors first reported a position in COST in Q1 2024 and has held it in 10 quarters since. The position peaked at $330K in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • New Insight Wealth Advisors held 247 shares of Costco worth $231K as of Q2 2026.
  • New Insight Wealth Advisors sold 39 Costco shares in Q2 2026, an estimated $38.9K.
  • Costco made up 0.07% of New Insight Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • New Insight Wealth Advisors first reported a position in Costco in Q1 2024 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Costco position peaked at $330K in Q2 2025.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.