Bogart Wealth LLC’s CoStar Group CSGP Stock Holding History

Bogart Wealth LLC’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	$1.29K	Sell	32 -144	-82%	-$7.5K	﹤0.01%	1384
2025 Q4	$11.8K	Sell	176 -23	-12%	-$1.63K	﹤0.01%	827
2025 Q3	$16.8K	Buy	199 +12	+6%	+$1.06K	﹤0.01%	708
2025 Q2	$15K	Buy	187 +7	+4%	+$545	﹤0.01%	697
2025 Q1	$14.3K	Sell	180 -67	-27%	-$5.1K	﹤0.01%	669
2024 Q4	$17.7K	Buy	247 +85	+52%	+$6.42K	﹤0.01%	610
2024 Q3	$12.2K	Hold	162	–	–	﹤0.01%	651
2024 Q2	$12K	Hold	162	–	–	﹤0.01%	622
2024 Q1	$15.6K	Hold	162	–	–	﹤0.01%	558
2023 Q4	$14.2K	Hold	162	–	–	﹤0.01%	567
2023 Q3	$12.5K	Hold	162	–	–	﹤0.01%	553
2023 Q2	$14.4K	Hold	162	–	–	﹤0.01%	520
2023 Q1	$11.2K	Buy	162 +138	+575%	+$10.2K	﹤0.01%	566
2022 Q4	$1.85K	Buy	+24	New	+$1.88K	﹤0.01%	798

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