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Baker Tilly Wealth Management’s CoStar Group CSGP Stock Holding History

Baker Tilly 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
Q3 		– Sell
-7,317
Closed -$207K – 293
2026
Q2 		$207K Buy
7,317
+1,242
+20% +$42.7K 0.04% 276
2026
Q1 		$245K Sell
6,075
-1,401
-19% -$72.9K 0.06% 236
2025
Q4 		$503K Sell
7,476
-254
-3% -$18K 0.12% 153
2025
Q3 		$652K Sell
7,730
-59
-0.8% -$5.21K 0.15% 127
2025
Q2 		$626K Sell
7,789
-453
-5% -$35.3K 0.22% 107
2025
Q1 		$653K Buy
8,242
+465
+6% +$35.4K 0.26% 99
2024
Q4 		$557K Buy
7,777
+1,224
+19% +$92.4K 0.22% 106
2024
Q3 		$494K Buy
6,553
+1,420
+28% +$108K 0.22% 115
2024
Q2 		$381K Sell
5,133
-314
-6% -$26.6K 0.16% 160
2024
Q1 		$526K Sell
5,447
-107
-2% -$9.21K 0.1% 238
2023
Q4 		$485K Sell
5,554
-1,299
-19% -$105K 0.08% 287
2023
Q3 		$527K Sell
6,853
-12,462
-65% -$1.03M 0.09% 243
2023
Q2 		$1.72M Buy
19,315
+831
+4% +$64.2K 0.18% 123
2023
Q1 		$1.27M Sell
18,484
-1,163
-6% -$85.8K 0.14% 162
2022
Q4 		$1.52M Buy
19,647
+6,366
+48% +$497K 0.19% 126
2022
Q3 		$925K Sell
13,281
-2,279
-15% -$158K 0.13% 175
2022
Q2 		$940K Buy
15,560
+594
+4% +$36K 0.12% 181
2022
Q1 		$997K Buy
14,966
+4,305
+40% +$286K 0.11% 196
2021
Q4 		$843K Buy
10,661
+2,366
+29% +$199K 0.09% 241
2021
Q3 		$714K Buy
8,295
+2,589
+45% +$224K 0.09% 237
2021
Q2 		$473K Buy
5,706
+2,146
+60% +$186K 0.08% 292
2021
Q1 		$293K Buy
+3,560
New +$307K 0.06% 362

Other funds holding CSGP

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Baker Tilly Wealth Management's CSGP Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of CoStar Group (CSGP) in Q3 2026, closing a stake of 7,317 shares — an estimated $207K sold.

Baker Tilly Wealth Management first reported a position in CSGP in Q1 2021 and held it in 22 quarters. The position peaked at $1.72M in Q2 2023. 41 funds tracked by Wall St. Rank hold CSGP as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining CoStar Group position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 7,317 CoStar Group shares in Q3 2026, an estimated $207K.
  • Baker Tilly Wealth Management first reported a position in CoStar Group in Q1 2021 and held it in 22 quarters.
  • Baker Tilly Wealth Management's CoStar Group position peaked at $1.72M in Q2 2023.
  • 41 funds tracked by Wall St. Rank held CoStar Group as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.