BZWA
CSGP icon

Blue Zone Wealth Advisors’s CoStar Group CSGP Stock Holding History

Blue Zone Wealth Advisors’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 		– Sell
-71,468
Closed -$2.88M – 128
2026
Q1 		$2.88M Sell
71,468
-88
-0.1% -$4.58K 0.59% 48
2025
Q4 		$4.81M Buy
71,556
+1,226
+2% +$86.8K 0.92% 46
2025
Q3 		$5.93M Buy
70,330
+1,505
+2% +$133K 1.18% 37
2025
Q2 		$5.53M Buy
68,825
+2,469
+4% +$192K 1.38% 34
2025
Q1 		$5.26M Buy
66,356
+6,683
+11% +$508K 1.46% 32
2024
Q4 		$4.27M Buy
59,673
+4,369
+8% +$330K 1.23% 39
2024
Q3 		$4.17M Buy
55,304
+3,575
+7% +$271K 1.3% 38
2024
Q2 		$3.84M Sell
51,729
-792
-2% -$67.1K 1.32% 34
2024
Q1 		$5.07M Buy
52,521
+875
+2% +$75.3K 1.74% 23
2023
Q4 		$4.51M Buy
51,646
+843
+2% +$68.2K 1.8% 26
2023
Q3 		$3.91M Buy
50,803
+1,746
+4% +$145K 1.71% 22
2023
Q2 		$4.37M Buy
49,057
+3,590
+8% +$277K 2.01% 18
2023
Q1 		$3.13M Sell
45,467
-11
-0% -$812 1.67% 24
2022
Q4 		$3.51M Buy
45,478
+536
+1% +$41.9K 1.88% 18
2022
Q3 		$3.13M Buy
44,942
+377
+0.8% +$26.2K 1.62% 19
2022
Q2 		$2.69M Buy
44,565
+1,788
+4% +$108K 1.22% 35
2022
Q1 		$2.85M Buy
42,777
+5,797
+16% +$385K 1.06% 37
2021
Q4 		$2.92M Buy
36,980
+2,727
+8% +$229K 0.97% 42
2021
Q3 		$2.95M Buy
+34,253
New +$2.96M 1.02% 35

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

Blue Zone Wealth Advisors's CSGP Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of CoStar Group (CSGP) in Q2 2026, closing a stake of 71,468 shares — an estimated $2.88M sold.

Blue Zone Wealth Advisors first reported a position in CSGP in Q3 2021 and held it in 19 quarters. The position peaked at $5.93M in Q3 2025. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Blue Zone Wealth Advisors reported no remaining CoStar Group position as of Q2 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 71,468 CoStar Group shares in Q2 2026, an estimated $2.88M.
  • Blue Zone Wealth Advisors first reported a position in CoStar Group in Q3 2021 and held it in 19 quarters.
  • Blue Zone Wealth Advisors's CoStar Group position peaked at $5.93M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.