O'Brien Wealth Partners’s Costco COST Stock Holding History

O'Brien Wealth Partners’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
2025 Q4	–	Sell	-93	Closed	-$86.1K	–	113
2025 Q3	$86.1K	Buy	93 +22	+31%	+$21.1K	0.01%	75
2025 Q2	$70.3K	Buy	+71	New	+$70.6K	0.01%	65
2018 Q4	–	Sell	-63	Closed	-$15K	–	82
2018 Q3	$15K	Buy	+63	New	+$14.2K	0.01%	114
2018 Q2	–	Sell	-83	Closed	-$16K	–	115
2018 Q1	$16K	Buy	+83	New	+$15.7K	0.01%	98

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's COST Position: Q4 2025 in Review

O'Brien Wealth Partners sold out of Costco (COST) in Q4 2025, closing a stake of 93 shares — an estimated $86.1K sold.

O'Brien Wealth Partners first reported a position in COST in Q1 2018 and held it in 4 quarters. The position peaked at $86.1K in Q3 2025. 4,124 funds tracked by Wall St. Rank hold COST as of Q4 2025.

O'Brien Wealth Partners reported no remaining Costco position as of Q4 2025 after selling out during the quarter.
O'Brien Wealth Partners sold 93 Costco shares in Q4 2025, an estimated $86.1K.
O'Brien Wealth Partners first reported a position in Costco in Q1 2018 and held it in 4 quarters.
O'Brien Wealth Partners's Costco position peaked at $86.1K in Q3 2025.
4,124 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.