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Sarver Vrooman Wealth Advisors’s Costco COST Stock Holding History

Sarver Vrooman 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 		$60.3K Hold
65
– – 0.04% 51
2026
Q1 		$64.8K Hold
65
– – 0.04% 42
2025
Q4 		$56.1K Hold
65
– – 0.04% 52
2025
Q3 		$60.2K Hold
65
– – 0.04% 70
2025
Q2 		$64.3K Hold
65
– – 0.04% 51
2025
Q1 		$61.5K Buy
+65
New +$63.4K 0.04% 69

Other funds holding COST

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's COST Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Costco (COST) position steady in Q2 2026 at 65 shares worth $60.3K. The position accounts for 0.04% of the portfolio, ranked #51.

Sarver Vrooman Wealth Advisors first reported a position in COST in Q1 2025 and has held it in 6 quarters since. The position peaked at $64.8K in Q1 2026. 845 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 65 shares of Costco worth $60.3K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Costco share count unchanged in Q2 2026.
  • Costco made up 0.04% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Costco in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Costco position peaked at $64.8K in Q1 2026.
  • 845 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.