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Vestia Personal Wealth Advisors’s Costco COST Stock Holding History

Vestia Personal 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
Q1 		$290K Buy
291
+57
+24% +$55.5K 0.14% 83
2025
Q4 		$230K Buy
234
+3
+1% +$2.72K 0.12% 89
2025
Q3 		$214K Buy
231
+6
+3% +$5.75K 0.12% 94
2025
Q2 		$223K Sell
225
-5
-2% -$4.97K 0.15% 90
2025
Q1 		$218K Sell
230
-3
-1% -$2.92K 0.17% 84
2024
Q4 		$213K Buy
+233
New +$216K 0.18% 84

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

Vestia Personal Wealth Advisors's COST Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Costco (COST) stake by 24% in Q1 2026, buying an estimated $55.5K and bringing the position to 291 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #83.

Vestia Personal Wealth Advisors first reported a position in COST in Q4 2024 and has held it in 6 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Vestia Personal Wealth Advisors held 291 shares of Costco worth $290K as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 57 Costco shares in Q1 2026, an estimated $55.5K.
  • Costco made up 0.14% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • Vestia Personal Wealth Advisors first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.