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Livermore
Livermore
ZHEN

Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
368
Value
$344.4K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of COST by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026368$344.4K0.1%−34−8.5%ReducedHolders
Q1 2026402$400.3K0.1%−301−42.8%ReducedHolders
Q4 2025703$606.1K0.1%−62−8.1%ReducedHolders
Q3 2025765$708.1K0.2%−12−1.5%ReducedHolders
Q2 2025777$768.7K0.2%−10−1.3%ReducedHolders
Q1 2025787$744.3K0.2%+10+1.3%AddedHolders
Q4 2024777$712.2K0.2%+18+2.4%AddedHolders
Q3 2024759$672.9K0.2%+16+2.2%AddedHolders
Q2 2024743$631.1K0.2%+25+3.5%AddedHolders
Q1 2024718$526.4K0.2%+13+1.8%AddedHolders
Q4 2023705$465.3K0.2%−105−13.0%ReducedHolders
Q3 2023810$457.7K0.2%+482+147.0%AddedHolders
Q2 2023328$176.9K0.1%+33+11.2%AddedHolders
Q1 2023295$146.5K0.1%+10+3.5%AddedHolders
Q4 2022285$130.0K0.1%+4+1.4%AddedHolders
Q3 2022281$132.5K0.1%+281NewHolders