Siligmueller & Norvid Wealth Advisors’s Costco COST Stock Holding History

Siligmueller & Norvid 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
2025 Q3	$954K	Buy	+1,031	New	+$988K	0.43%	48

Other funds holding COST

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's COST Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Costco (COST) in Q3 2025: 1,031 shares worth $954K. The stake represents 0.43% of the portfolio and ranks #48 among its holdings.

3,932 funds tracked by Wall St. Rank hold COST as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 1,031 shares of Costco worth $954K as of Q3 2025.
Costco was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Costco made up 0.43% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #48 holding.
3,932 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.