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 $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Concord Wealth Partners's CSGP Position: Q1 2026 in Review

Concord Wealth Partners sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 100 shares — an estimated $6.72K sold.

Concord Wealth Partners first reported a position in CSGP in Q1 2021 and held it in 19 quarters. The position peaked at $13.3K in Q2 2023. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

Concord Wealth Partners reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 100 CoStar Group shares in Q1 2026, an estimated $6.72K.
Concord Wealth Partners first reported a position in CoStar Group in Q1 2021 and held it in 19 quarters.
Concord Wealth Partners's CoStar Group position peaked at $13.3K in Q2 2023.
797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.