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Revolve Wealth Partners’s Costco COST Stock Holding History

Revolve 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
2026
Q2 		$1.19M Buy
1,272
+24
+2% +$23.9K 0.12% 96
2026
Q1 		$1.24M Buy
1,248
+102
+9% +$99.4K 0.16% 75
2025
Q4 		$988K Sell
1,146
-61
-5% -$55.3K 0.12% 90
2025
Q3 		$1.12M Sell
1,207
-13
-1% -$12.5K 0.13% 81
2025
Q2 		$1.21M Sell
1,220
-50
-4% -$49.7K 0.16% 71
2025
Q1 		$1.2M Buy
1,270
+147
+13% +$143K 0.17% 71
2024
Q4 		$1.03M Buy
1,123
+130
+13% +$121K 0.15% 77
2024
Q3 		$880K Buy
993
+1
+0.1% +$868 0.13% 80
2024
Q2 		$843K Sell
992
-4
-0.4% -$3.12K 0.14% 77
2024
Q1 		$730K Buy
996
+120
+14% +$85.7K 0.12% 80
2023
Q4 		$578K Buy
876
+49
+6% +$29K 0.11% 82
2023
Q3 		$467K Buy
827
+44
+6% +$24.3K 0.11% 90
2023
Q2 		$422K Buy
783
+60
+8% +$30.4K 0.1% 92
2023
Q1 		$359K Buy
723
+63
+10% +$30.9K 0.09% 98
2022
Q4 		$301K Buy
660
+200
+43% +$97.7K 0.09% 106
2022
Q3 		$217K Buy
+460
New +$239K 0.07% 116
2022
Q2 		– Sell
-397
Closed -$229K – 143
2022
Q1 		$229K Buy
+397
New +$208K 0.07% 131

Other funds holding COST

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return