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Uniting Wealth Partners’s Costco COST Stock Holding History

Uniting 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
Q1 		$276K Buy
277
+2
+0.7% +$1.95K 0.06% 159
2025
Q4 		$237K Buy
275
+25
+10% +$22.7K 0.07% 134
2025
Q3 		$231K Buy
+250
New +$240K 0.05% 167

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Uniting Wealth Partners's COST Position: Q1 2026 in Review

Uniting Wealth Partners increased its Costco (COST) stake by 0.73% in Q1 2026, buying an estimated $1.95K and bringing the position to 277 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #159.

Uniting Wealth Partners first reported a position in COST in Q3 2025 and has held it in 3 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Uniting Wealth Partners held 277 shares of Costco worth $276K as of Q1 2026.
  • Uniting Wealth Partners bought 2 Costco shares in Q1 2026, an estimated $1.95K.
  • Costco made up 0.06% of Uniting Wealth Partners's portfolio in Q1 2026, its #159 holding.
  • Uniting Wealth Partners first reported a position in Costco in Q3 2025 and has held it in 3 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.