Avion Wealth’s CoStar Group CSGP Stock Holding History

Avion Wealth’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	$0	Sell	21 -17	-45%	-$885	﹤0.01%	1310
2025 Q4	$2K	Sell	38 -34	-47%	-$2.41K	﹤0.01%	854
2025 Q3	$6K	Buy	72 +2	+3%	+$177	﹤0.01%	600
2025 Q2	$5K	Buy	70 +56	+400%	+$4.36K	﹤0.01%	614
2025 Q1	$1K	Hold	14	–	–	﹤0.01%	836
2024 Q4	$1K	Sell	14 -26	-65%	-$1.96K	﹤0.01%	833
2024 Q3	$3K	Sell	40 -10	-20%	-$758	﹤0.01%	602
2024 Q2	$3K	Hold	50	–	–	﹤0.01%	547
2024 Q1	$5K	Buy	50 +24	+92%	+$2.07K	﹤0.01%	451
2023 Q4	$2K	Buy	26 +11	+73%	+$890	﹤0.01%	544
2023 Q3	$0	Buy	15 +8	+114%	+$663	﹤0.01%	861
2023 Q2	$0	Buy	+7	New	+$540	﹤0.01%	768

Other funds holding CSGP

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return