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Dynasty Wealth Management’s CoStar Group CSGP Stock Holding History

Dynasty 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
Q4 		– Sell
-4,094
Closed -$345K – 338
2025
Q3 		$345K Sell
4,094
-13,092
-76% -$1.16M ﹤0.01% 248
2025
Q2 		$1.38M Buy
17,186
+1,156
+7% +$90K 0.02% 113
2025
Q1 		$1.27M Buy
16,030
+78
+0.5% +$5.93K 0.02% 129
2024
Q4 		$1.14M Buy
15,952
+11,770
+281% +$889K 0.02% 134
2024
Q3 		$315K Buy
4,182
+470
+13% +$35.6K 0.01% 196
2024
Q2 		$275K Buy
3,712
+325
+10% +$27.5K 0.01% 220
2024
Q1 		$327K Buy
+3,387
New +$292K 0.01% 219

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Dynasty Wealth Management's CSGP Position: Q4 2025 in Review

Dynasty Wealth Management sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 4,094 shares — an estimated $345K sold.

Dynasty Wealth Management first reported a position in CSGP in Q1 2024 and held it in 7 quarters. The position peaked at $1.38M in Q2 2025. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

  • Dynasty Wealth Management reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,094 CoStar Group shares in Q4 2025, an estimated $345K.
  • Dynasty Wealth Management first reported a position in CoStar Group in Q1 2024 and held it in 7 quarters.
  • Dynasty Wealth Management's CoStar Group position peaked at $1.38M in Q2 2025.
  • 847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Dynasty Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.