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CCG Wealth Management’s CoStar Group CSGP Stock Holding History

CCG Wealth Management’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 		– Sell
-4,171
Closed -$280K – 137
2025
Q4 		$280K Sell
4,171
-12
-0.3% -$850 0.12% 84
2025
Q3 		$353K Buy
4,183
+12
+0.3% +$1.06K 0.17% 61
2025
Q2 		$335K Sell
4,171
-19
-0.5% -$1.48K 0.18% 59
2025
Q1 		$332K Sell
4,190
-362
-8% -$27.5K 0.2% 54
2024
Q4 		$326K Sell
4,552
-7
-0.2% -$529 0.18% 55
2024
Q3 		$344K Buy
4,559
+16
+0.4% +$1.21K 0.19% 53
2024
Q2 		$337K Buy
4,543
+880
+24% +$74.6K 0.19% 52
2024
Q1 		$354K Buy
3,663
+85
+2% +$7.32K 0.21% 50
2023
Q4 		$313K Hold
3,578
– – 0.21% 42
2023
Q3 		$275K Hold
3,578
– – 0.18% 49
2023
Q2 		$318K Buy
3,578
+135
+4% +$10.4K 0.2% 47
2023
Q1 		$237K Buy
3,443
+699
+25% +$51.6K 0.16% 54
2022
Q4 		$212K Buy
+2,744
New +$214K 0.12% 90
2022
Q1 		– Sell
-2,800
Closed -$221K – 125
2021
Q4 		$221K Hold
2,800
– – 0.12% 84
2021
Q3 		$241K Sell
2,800
-460
-14% -$39.8K 0.14% 86
2021
Q2 		$270K Buy
3,260
+410
+14% +$35.4K 0.21% 51
2021
Q1 		$234K Hold
2,850
– – 0.23% 59
2020
Q4 		$263K Hold
2,850
– – 0.28% 56
2020
Q3 		$242K Hold
2,850
– – 0.23% 46
2020
Q2 		$203K Buy
+2,850
New +$184K 0.19% 56

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 $3.37T AUM 44.26% 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

CCG Wealth Management's CSGP Position: Q1 2026 in Review

CCG Wealth Management sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 4,171 shares — an estimated $280K sold.

CCG Wealth Management first reported a position in CSGP in Q2 2020 and held it in 20 quarters. The position peaked at $354K in Q1 2024. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • CCG Wealth Management reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • CCG Wealth Management sold 4,171 CoStar Group shares in Q1 2026, an estimated $280K.
  • CCG Wealth Management first reported a position in CoStar Group in Q2 2020 and held it in 20 quarters.
  • CCG Wealth Management's CoStar Group position peaked at $354K in Q1 2024.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.