Concord Wealth Partners’s CoStar Group CSGP Stock Holding History

Concord Wealth 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	–	Sell	-100	Closed	-$6.72K	–	315
2025 Q4	$6.72K	Hold	100	–	–	﹤0.01%	584
2025 Q3	$8.44K	Hold	100	–	–	﹤0.01%	557
2025 Q2	$8.04K	Hold	100	–	–	﹤0.01%	571
2025 Q1	$7.92K	Sell	100 -53	-35%	-$4.03K	﹤0.01%	530
2024 Q4	$11K	Hold	153	–	–	﹤0.01%	518
2024 Q3	$11.5K	Buy	153 +53	+53%	+$4.02K	﹤0.01%	544
2024 Q2	$7.41K	Hold	100	–	–	﹤0.01%	540
2024 Q1	$9.66K	Hold	100	–	–	﹤0.01%	574
2023 Q4	$8.74K	Sell	100 -50	-33%	-$4.05K	﹤0.01%	580
2023 Q3	$11.5K	Hold	150	–	–	﹤0.01%	594
2023 Q2	$13.3K	Hold	150	–	–	﹤0.01%	563
2023 Q1	$10.3K	Hold	150	–	–	﹤0.01%	588
2022 Q4	$11.6K	Buy	+150	New	+$11.7K	﹤0.01%	615
2022 Q3	–	Sell	-150	Closed	-$9K	–	352
2022 Q2	$9K	Hold	150	–	–	﹤0.01%	698
2022 Q1	$10K	Hold	150	–	–	﹤0.01%	774
2021 Q4	$12K	Buy	150 +100	+200%	+$8.39K	﹤0.01%	741
2021 Q3	$4K	Sell	50 -100	-67%	-$8.64K	﹤0.01%	621
2021 Q2	$12K	Hold	150	–	–	﹤0.01%	588
2021 Q1	$12K	Buy	+150	New	+$12.9K	﹤0.01%	555

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