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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Insight Wealth Advisors's COST Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Costco (COST) stake by 10% in Q1 2026, selling an estimated $32.2K and leaving 286 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #92.

New Insight Wealth Advisors first reported a position in COST in Q1 2024 and has held it in 9 quarters since. The position peaked at $330K in Q2 2025. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

New Insight Wealth Advisors held 286 shares of Costco worth $285K as of Q1 2026.
New Insight Wealth Advisors sold 33 Costco shares in Q1 2026, an estimated $32.2K.
Costco made up 0.1% of New Insight Wealth Advisors's portfolio in Q1 2026, its #92 holding.
New Insight Wealth Advisors first reported a position in Costco in Q1 2024 and has held it in 9 quarters since.
New Insight Wealth Advisors's Costco position peaked at $330K in Q2 2025.
4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.