Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CoStar Group CSGP Stock Holding History

Carson Wealth (CWM 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 		$2.01M Buy
49,740
+29,023
+140% +$1.51M 0.01% 1192
2025
Q4 		$1.39M Buy
20,717
+6,340
+44% +$449K ﹤0.01% 1321
2025
Q3 		$1.21M Buy
14,377
+5,986
+71% +$529K ﹤0.01% 1302
2025
Q2 		$675K Sell
8,391
-399
-5% -$31.1K ﹤0.01% 1458
2025
Q1 		$696K Buy
8,790
+2,153
+32% +$164K ﹤0.01% 1324
2024
Q4 		$475K Sell
6,637
-1,603
-19% -$121K ﹤0.01% 1396
2024
Q3 		$622K Sell
8,240
-1,615
-16% -$122K ﹤0.01% 1236
2024
Q2 		$731K Sell
9,855
-322
-3% -$27.3K ﹤0.01% 1048
2024
Q1 		$983K Buy
10,177
+5,208
+105% +$448K ﹤0.01% 861
2023
Q4 		$434K Buy
4,969
+234
+5% +$18.9K ﹤0.01% 1114
2023
Q3 		$364K Buy
4,735
+377
+9% +$31.2K ﹤0.01% 1092
2023
Q2 		$388K Buy
4,358
+950
+28% +$73.3K ﹤0.01% 1020
2023
Q1 		$235K Sell
3,408
-675
-17% -$49.8K ﹤0.01% 1138
2022
Q4 		$316K Buy
4,083
+1,051
+35% +$82.1K ﹤0.01% 936
2022
Q3 		$211K Buy
3,032
+1,336
+79% +$92.8K ﹤0.01% 1028
2022
Q2 		$102K Buy
1,696
+466
+38% +$28.2K ﹤0.01% 1307
2022
Q1 		$82K Buy
1,230
+161
+15% +$10.7K ﹤0.01% 1402
2021
Q4 		$84K Buy
+1,069
New +$89.7K ﹤0.01% 1370
2021
Q2 		$52K Sell
630
-5,670
-90% -$490K ﹤0.01% 1384
2021
Q1 		$52K Hold
6,300
– – ﹤0.01% 1384
2020
Q4 		$52K Hold
6,300
– – ﹤0.01% 1384
2020
Q3 		$52K Hold
6,300
– – ﹤0.01% 1384
2020
Q2 		$52K Hold
6,300
– – ﹤0.01% 1384
2020
Q1 		$52K Hold
6,300
– – ﹤0.01% 1384
2019
Q4 		$52K Hold
6,300
– – ﹤0.01% 1384
2019
Q3 		$52K Hold
6,300
– – ﹤0.01% 1384
2019
Q2 		$52K Hold
6,300
– – ﹤0.01% 1384
2019
Q1 		$52K Buy
6,300
+6,220
+7,775% +$257K ﹤0.01% 1384
2018
Q4 		$3K Buy
+80
New +$2.92K ﹤0.01% 1648

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSGP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CoStar Group (CSGP) stake by 140% in Q1 2026, buying an estimated $1.51M and bringing the position to 49,740 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1192.

Carson Wealth (CWM LLC) first reported a position in CSGP in Q4 2018 and has held it in 29 quarters since. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 49,740 shares of CoStar Group worth $2.01M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 29,023 CoStar Group shares in Q1 2026, an estimated $1.51M.
  • CoStar Group made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1192 holding.
  • Carson Wealth (CWM LLC) first reported a position in CoStar Group in Q4 2018 and has held it in 29 quarters since.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.