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Cherry Tree Wealth Management’s CoStar Group CSGP Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-147
Closed -$11.6K – 632
2025
Q1 		$11.6K Hold
147
– – ﹤0.01% 403
2024
Q4 		$10.5K Hold
147
– – ﹤0.01% 407
2024
Q3 		$11.1K Hold
147
– – ﹤0.01% 404
2024
Q2 		$10.9K Buy
+147
New +$12.5K ﹤0.01% 383
2024
Q1 		– Sell
-85
Closed -$7.43K – 601
2023
Q4 		$7.43K Hold
85
– – ﹤0.01% 392
2023
Q3 		$6.54K Hold
85
– – ﹤0.01% 382
2023
Q2 		$7.57K Buy
+85
New +$6.56K ﹤0.01% 367

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's CSGP Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of CoStar Group (CSGP) in Q2 2025, closing a stake of 147 shares — an estimated $11.6K sold.

Cherry Tree Wealth Management first reported a position in CSGP in Q2 2023 and held it in 7 quarters. The position peaked at $11.6K in Q1 2025. 873 funds tracked by Wall St. Rank hold CSGP as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining CoStar Group position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 147 CoStar Group shares in Q2 2025, an estimated $11.6K.
  • Cherry Tree Wealth Management first reported a position in CoStar Group in Q2 2023 and held it in 7 quarters.
  • Cherry Tree Wealth Management's CoStar Group position peaked at $11.6K in Q1 2025.
  • 873 funds tracked by Wall St. Rank held CoStar Group as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.