Wealth Enhancement Advisory Services
COST icon

Wealth Enhancement Advisory Services’s Costco COST Stock Holding History

Wealth Enhancement Advisory Services’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 		$65.1K Buy
+100
New +$99.6K ﹤0.01% 3876

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Wealth Enhancement Advisory Services's COST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Costco (COST) stake by 0.55% in Q2 2026, buying an estimated $640K and bringing the position to 117,005 shares worth $76.1M. The position accounts for 0.13% of the portfolio, ranked #138.

Wealth Enhancement Advisory Services first reported a position in COST in Q4 2016 and has held it in 33 quarters since. The position peaked at $155M in Q2 2025. 1,443 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Wealth Enhancement Advisory Services held 117,005 shares of Costco worth $76.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 642 Costco shares in Q2 2026, an estimated $640K.
  • Costco made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #138 holding.
  • Wealth Enhancement Advisory Services first reported a position in Costco in Q4 2016 and has held it in 33 quarters since.
  • Wealth Enhancement Advisory Services's Costco position peaked at $155M in Q2 2025.
  • 1,443 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.