Back to COST
United Wealth Management, LLC → COST
United Wealth Management, LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$6.9M
Q3 2026
Peak value
$6.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.9M |
| Q4 2025 | $5.4M |
| Q1 2026 | $5.8M |
| Q2 2026 | $6.9M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 162.3K | — | — |
| Q2 2026 | $6.9M | 161.2K | — | — |
| Q1 2026 | $5.8M | 162.4K | — | — |
| Q4 2025 | $5.4M | 159.5K | — | — |
| Q3 2025 | $4.9M | 154.5K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B