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Atria Wealth Solutions’s CoStar Group CSGP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$471K Sell
5,851
-4,105
-41% -$320K 0.01% 946
2025
Q1 		$789K Buy
9,956
+2,170
+28% +$165K 0.01% 976
2024
Q4 		$557K Buy
7,786
+176
+2% +$13.3K 0.01% 1218
2024
Q3 		$574K Sell
7,610
-3,409
-31% -$259K 0.01% 1176
2024
Q2 		$817K Buy
11,019
+28
+0.3% +$2.37K 0.01% 988
2024
Q1 		$1.06M Sell
10,991
-659
-6% -$56.7K 0.01% 882
2023
Q4 		$1.02M Buy
11,650
+1,145
+11% +$92.7K 0.01% 856
2023
Q3 		$808K Sell
10,505
-82
-0.8% -$6.79K 0.01% 913
2023
Q2 		$942K Buy
10,587
+73
+0.7% +$5.64K 0.01% 864
2023
Q1 		$724K Sell
10,514
-1,059
-9% -$78.1K 0.01% 952
2022
Q4 		$894K Sell
11,573
-1,307
-10% -$102K 0.01% 800
2022
Q3 		$897K Sell
12,880
-4,036
-24% -$280K 0.02% 755
2022
Q2 		$1.02M Buy
16,916
+6,416
+61% +$389K 0.02% 688
2022
Q1 		$699K Buy
+10,500
New +$697K 0.01% 893

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's CSGP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its CoStar Group (CSGP) stake by 41% in Q2 2025, selling an estimated $320K and leaving 5,851 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #946.

Atria Wealth Solutions first reported a position in CSGP in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q1 2024. 873 funds tracked by Wall St. Rank hold CSGP as of Q2 2025.

  • Atria Wealth Solutions held 5,851 shares of CoStar Group worth $471K as of Q2 2025.
  • Atria Wealth Solutions sold 4,105 CoStar Group shares in Q2 2025, an estimated $320K.
  • CoStar Group made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #946 holding.
  • Atria Wealth Solutions first reported a position in CoStar Group in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's CoStar Group position peaked at $1.06M in Q1 2024.
  • 873 funds tracked by Wall St. Rank held CoStar Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.