Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in COSTCO WHSL CORP NEW
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 83,380 shares of COST (COSTCO WHSL CORP NEW), worth $71.9M as of 2025-Q4. The position was decreased (-1.1% shares). COST represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$71.9M
Current Shares
83,380
Total Value Change
-$17.7M
Total Shares Change
-22,064
Other major holders of COST: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 83,380 |
-1.1% |
| $71.9M |
| 0.4% |
| $864.47 |
0 |
| 2025-Q3 | Decreased | 84,313 | -1.4% | $78M | 0.6% | $914.33 | 0 |
| 2025-Q2 | Decreased | 85,479 | -1.6% | $84.6M | 0.7% | $981.05 | 0 |
| 2025-Q1 | Decreased | 86,910 | -4.9% | $82.2M | 0.7% | $924.59 | 0 |
| 2024-Q4 | Decreased | 91,345 | -7.4% | $83.7M | 0.7% | $916.17 | 0 |
| 2024-Q3 | Decreased | 98,644 | -6.5% | $87.4M | 0.7% | $878.65 | 0 |
| 2024-Q2 | Decreased | 105,444 | -13.8% | $89.6M | 0.8% | $842.10 | 0 |