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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
Q2 		$3.4K Buy
120
+88
+275% +$3.03K ﹤0.01% 1316
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
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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CSGP Position: Q2 2026 in Review

Bogart Wealth LLC increased its CoStar Group (CSGP) stake by 275% in Q2 2026, buying an estimated $3.03K and bringing the position to 120 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Bogart Wealth LLC first reported a position in CSGP in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.7K in Q4 2024. 760 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Bogart Wealth LLC held 120 shares of CoStar Group worth $3.4K as of Q2 2026.
  • Bogart Wealth LLC bought 88 CoStar Group shares in Q2 2026, an estimated $3.03K.
  • CoStar Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1316 holding.
  • Bogart Wealth LLC first reported a position in CoStar Group in Q4 2022 and has held it in 15 quarters since.
  • Bogart Wealth LLC's CoStar Group position peaked at $17.7K in Q4 2024.
  • 760 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.