DWM
CSGP icon

Dogwood Wealth Management’s CoStar Group CSGP Stock Holding History

Dogwood 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
Q2 		$2.01K Sell
71
-6
-8% -$206 ﹤0.01% 666
2026
Q1 		$3.11K Sell
77
-32
-29% -$1.67K ﹤0.01% 570
2025
Q4 		$7.33K Buy
109
+15
+16% +$1.06K ﹤0.01% 351
2025
Q3 		$7.93K Buy
94
+7
+8% +$619 ﹤0.01% 309
2025
Q2 		$7.21K Buy
87
+66
+314% +$5.14K ﹤0.01% 340
2025
Q1 		$1.66K Buy
+21
New +$1.6K ﹤0.01% 376
2024
Q4 		– Hold
0
– -$4 – 368
2024
Q3 		– Hold
0
– – – 351
2024
Q2 		– Hold
0
– – – 377
2024
Q1 		– Hold
0
– – – 377
2023
Q4 		– Hold
0
– – – 357

Other funds holding CSGP

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM