AWM
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AE Wealth Management’s CoStar Group CSGP Stock Holding History

AE Wealth Management’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$960K Buy
33,896
+14,065
+71% +$484K ﹤0.01% 929
2026
Q1 		$800K Sell
19,831
-4,681
-19% -$244K ﹤0.01% 908
2025
Q4 		$1.65M Sell
24,512
-3,134
-11% -$222K 0.01% 666
2025
Q3 		$2.33M Sell
27,646
-995
-3% -$87.9K 0.01% 526
2025
Q2 		$2.3M Sell
28,641
-2,929
-9% -$228K 0.02% 500
2025
Q1 		$2.5M Sell
31,570
-6,038
-16% -$459K 0.02% 471
2024
Q4 		$2.69M Sell
37,608
-66
-0.2% -$4.98K 0.02% 467
2024
Q3 		$2.84M Sell
37,674
-6,761
-15% -$513K 0.03% 443
2024
Q2 		$3.29M Sell
44,435
-872
-2% -$73.9K 0.03% 418
2024
Q1 		$4.38M Sell
45,307
-134,668
-75% -$11.6M 0.05% 323
2023
Q4 		$15.3M Sell
179,975
-13,352
-7% -$1.08M 0.08% 294
2023
Q3 		$14.9M Buy
193,327
+7,568
+4% +$627K 0.09% 268
2023
Q2 		$16.5M Buy
185,759
+4,066
+2% +$314K 0.1% 243
2023
Q1 		$12.5M Sell
181,693
-4,633
-2% -$342K 0.08% 299
2022
Q4 		$14.4M Sell
186,326
-6,268
-3% -$490K 0.1% 232
2022
Q3 		$13.4M Sell
192,594
-10,498
-5% -$729K 0.11% 198
2022
Q2 		$12.3M Sell
203,092
-3,606
-2% -$218K 0.1% 230
2022
Q1 		$13.8M Buy
206,698
+10,683
+5% +$709K 0.09% 221
2021
Q4 		$15.5M Sell
196,015
-11,448
-6% -$961K 0.11% 192
2021
Q3 		$17.9M Buy
207,463
+22,352
+12% +$1.93M 0.15% 152
2021
Q2 		$15.3M Buy
185,111
+14,291
+8% +$1.24M 0.13% 154
2021
Q1 		$14M Buy
170,820
+59,970
+54% +$5.18M 0.14% 150
2020
Q4 		$10.2M Buy
110,850
+34,500
+45% +$3.02M 0.12% 177
2020
Q3 		$6.48M Buy
76,350
+26,890
+54% +$2.14M 0.09% 197
2020
Q2 		$3.52M Buy
49,460
+31,230
+171% +$2.02M 0.05% 277
2020
Q1 		$1.07M Buy
18,230
+9,080
+99% +$592K 0.02% 468
2019
Q4 		$547K Buy
+9,150
New +$534K 0.01% 713

Other funds holding CSGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

AE Wealth Management's CSGP Position: Q2 2026 in Review

AE Wealth Management increased its CoStar Group (CSGP) stake by 71% in Q2 2026, buying an estimated $484K and bringing the position to 33,896 shares worth $960K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

AE Wealth Management first reported a position in CSGP in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.9M in Q3 2021. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • AE Wealth Management held 33,896 shares of CoStar Group worth $960K as of Q2 2026.
  • AE Wealth Management bought 14,065 CoStar Group shares in Q2 2026, an estimated $484K.
  • CoStar Group made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #929 holding.
  • AE Wealth Management first reported a position in CoStar Group in Q4 2019 and has held it in 27 quarters since.
  • AE Wealth Management's CoStar Group position peaked at $17.9M in Q3 2021.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.