Position history for Steward Partners Investment Advisory, LLC's holdings in COSTCO WHSL CORP NEW
Steward Partners Investment Advisory, LLC holds 139,252 shares of COST (COSTCO WHSL CORP NEW), worth $120.1M as of 2025-Q4. The position was increased (++5.0% shares). COST represents 0.7% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$120.1M
Current Shares
139,252
Total Value Change
+$48.4M
Total Shares Change
+54,919
Other major holders of COST: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 139,252 |
+5.0% |
| $120.1M |
| 0.7% |
| $864.47 |
45 |
| 2025-Q3 | Increased | 132,629 | +95.2% | $122.8M | 0.7% | $914.33 | 68 |
| 2025-Q2 | Increased | 67,934 | +4.3% | $67.2M | 0.5% | $981.05 | 44 |
| 2025-Q1 | Decreased | 65,110 | -1.5% | $61.6M | 0.5% | $924.59 | 0 |
| 2024-Q4 | Decreased | 66,129 | -20.9% | $60.6M | 0.5% | $916.17 | 0 |
| 2024-Q3 | Decreased | 83,557 | -0.9% | $74.1M | 0.7% | $878.65 | 0 |
| 2024-Q2 | Increased | 84,333 | +4.8% | $71.7M | 0.8% | $842.10 | 44 |