Castleview Partners’s CoStar Group CSGP Stock Holding History

Castleview 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 Q1	$323K	Buy	+8,012	New	+$417K	0.17%	136
2025 Q4	–	Sell	-2,821	Closed	-$238K	–	199
2025 Q3	$238K	Buy	2,821 +24	+0.9%	+$2.12K	0.13%	152
2025 Q2	$225K	Buy	2,797 +263	+10%	+$20.5K	0.14%	157
2025 Q1	$201K	Buy	2,534 +11	+0.4%	+$837	0.14%	171
2024 Q4	$179K	Buy	+2,523	New	+$191K	0.1%	196
2024 Q2	–	Sell	-280	Closed	-$27K	–	940
2024 Q1	$27K	Hold	280	–	–	0.02%	427
2023 Q4	$24.5K	Sell	280 -88	-24%	-$7.12K	0.02%	404
2023 Q3	$28.3K	Hold	368	–	–	0.03%	325
2023 Q2	$32.8K	Hold	368	–	–	0.03%	313
2023 Q1	$25.3K	Hold	368	–	–	0.02%	320
2022 Q4	$28.4K	Buy	368 +155	+73%	+$12.1K	0.03%	276
2022 Q3	$15K	Buy	213 +28	+15%	+$1.94K	0.01%	342
2022 Q2	$2.36K	Sell	185 -51	-22%	-$3.09K	﹤0.01%	620
2022 Q1	$15K	Sell	236 -44,732	-99%	-$2.97M	0.01%	463
2021 Q4	$569	Buy	+44,968	New	+$3.77M	﹤0.01%	492
2021 Q2	$33K	Buy	+400	New	+$34.6K	0.01%	481

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