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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
Q3 		– Sell
-133
Closed -$3K – 1469
2026
Q2 		$3K Buy
133
+112
+533% +$3.85K ﹤0.01% 928
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

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Avion Wealth's CSGP Position: Q3 2026 in Review

Avion Wealth sold out of CoStar Group (CSGP) in Q3 2026, closing a stake of 133 shares — an estimated $3K sold.

Avion Wealth first reported a position in CSGP in Q2 2023 and held it in 13 quarters. The position peaked at $6K in Q3 2025. 387 funds tracked by Wall St. Rank hold CSGP as of Q3 2026.

  • Avion Wealth reported no remaining CoStar Group position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 133 CoStar Group shares in Q3 2026, an estimated $3K.
  • Avion Wealth first reported a position in CoStar Group in Q2 2023 and held it in 13 quarters.
  • Avion Wealth's CoStar Group position peaked at $6K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held CoStar Group as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.