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Dynamic Wealth Strategies’s CoStar Group CSGP Stock Holding History

Dynamic Wealth Strategies’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
-204
Closed -$13.7K – 289
2025
Q4 		$13.7K Buy
204
+4
+2% +$283 0.01% 194
2025
Q3 		$16.9K Hold
200
– – 0.01% 178
2025
Q2 		$16.1K Sell
200
-185
-48% -$14.4K 0.01% 175
2025
Q1 		$30.5K Buy
+385
New +$29.3K 0.03% 157
2024
Q4 		– Sell
-210
Closed -$16K – 103
2024
Q3 		$16K Buy
210
+127
+153% +$9.63K 0.01% 176
2024
Q2 		$6K Hold
83
– – 0.01% 215
2024
Q1 		$8K Sell
83
-25
-23% -$2.15K 0.01% 206
2023
Q4 		$9.44K Buy
+108
New +$8.74K 0.01% 202

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 $3.38T AUM 44.17% 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

Dynamic Wealth Strategies's CSGP Position: Q1 2026 in Review

Dynamic Wealth Strategies sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 204 shares — an estimated $13.7K sold.

Dynamic Wealth Strategies first reported a position in CSGP in Q4 2023 and held it in 8 quarters. The position peaked at $30.5K in Q1 2025. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Dynamic Wealth Strategies reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 204 CoStar Group shares in Q1 2026, an estimated $13.7K.
  • Dynamic Wealth Strategies first reported a position in CoStar Group in Q4 2023 and held it in 8 quarters.
  • Dynamic Wealth Strategies's CoStar Group position peaked at $30.5K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.