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Pitti Group Wealth Management’s Costco COST Stock Holding History

Pitti Group Wealth Management’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
Q3 		– Sell
-221
Closed -$219K – 77
2025
Q2 		$219K Sell
221
-16
-7% -$15.9K 0.19% 72
2025
Q1 		$224K Buy
+237
New +$231K 0.23% 67

Other funds holding COST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pitti Group Wealth Management's COST Position: Q3 2025 in Review

Pitti Group Wealth Management sold out of Costco (COST) in Q3 2025, closing a stake of 221 shares — an estimated $219K sold.

Pitti Group Wealth Management first reported a position in COST in Q1 2025 and held it in 2 quarters. The position peaked at $224K in Q1 2025. 3,941 funds tracked by Wall St. Rank hold COST as of Q3 2025.

  • Pitti Group Wealth Management reported no remaining Costco position as of Q3 2025 after selling out during the quarter.
  • Pitti Group Wealth Management sold 221 Costco shares in Q3 2025, an estimated $219K.
  • Pitti Group Wealth Management first reported a position in Costco in Q1 2025 and held it in 2 quarters.
  • Pitti Group Wealth Management's Costco position peaked at $224K in Q1 2025.
  • 3,941 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Pitti Group Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.