Nova Wealth Management, Inc.
Position in COST — Costco Wholesale Corp /New
CIK 2051980
BONITA SPRINGS, FL
Position in COST
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$106,643
-$146,450 QoQ
Shares Held
114
-55.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#4,031
of 4,177 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Nova Wealth Management, Inc. holds $238,252 across 4 Discount Stores names. COST ranks #2 (44.8% of the industry book) .
All Filings in COST
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,643 | 114 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $253,093 | 254 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $190,577 | 221 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $212,894 | 230 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $250,454 | 253 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $385,878 | 408 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $373,838 | 408 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||