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Aprio Wealth Management’s CoStar Group CSGP Stock Holding History

Aprio 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
Q1 		– Sell
-4,068
Closed -$274K – 619
2025
Q4 		$274K Sell
4,068
-2,084
-34% -$148K 0.02% 458
2025
Q3 		$519K Buy
6,152
+853
+16% +$75.4K 0.05% 213
2025
Q2 		$426K Buy
+5,299
New +$413K 0.05% 220

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Aprio Wealth Management's CSGP Position: Q1 2026 in Review

Aprio Wealth Management sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 4,068 shares — an estimated $274K sold.

Aprio Wealth Management first reported a position in CSGP in Q2 2025 and held it in 3 quarters. The position peaked at $519K in Q3 2025. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Aprio Wealth Management reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 4,068 CoStar Group shares in Q1 2026, an estimated $274K.
  • Aprio Wealth Management first reported a position in CoStar Group in Q2 2025 and held it in 3 quarters.
  • Aprio Wealth Management's CoStar Group position peaked at $519K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.