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Birchwood Financial Partners’s CoStar Group CSGP Stock Holding History

Birchwood Financial Partners’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
Q2 		$6.12K Sell
216
-1
-0.5% -$34 0.01% 303
2026
Q1 		$8.75K Sell
217
-3
-1% -$156 0.01% 282
2025
Q4 		$14.8K Buy
+220
New +$15.6K 0.01% 252

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Birchwood Financial Partners's CSGP Position: Q2 2026 in Review

Birchwood Financial Partners reduced its CoStar Group (CSGP) stake by 0.46% in Q2 2026, selling an estimated $34 and leaving 216 shares worth $6.12K. The position accounts for 0.01% of the portfolio, ranked #303.

Birchwood Financial Partners first reported a position in CSGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.8K in Q4 2025. 756 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Birchwood Financial Partners held 216 shares of CoStar Group worth $6.12K as of Q2 2026.
  • Birchwood Financial Partners sold 1 CoStar Group share in Q2 2026, an estimated $34.
  • CoStar Group made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #303 holding.
  • Birchwood Financial Partners first reported a position in CoStar Group in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's CoStar Group position peaked at $14.8K in Q4 2025.
  • 756 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.