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Everhart Financial Group’s CoStar Group CSGP Stock Holding History

Everhart Financial Group’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
-3,311
Closed -$223K – 470
2025
Q4 		$223K Sell
3,311
-5,144
-61% -$364K 0.02% 388
2025
Q3 		$713K Buy
8,455
+1,305
+18% +$115K 0.07% 204
2025
Q2 		$575K Buy
7,150
+869
+14% +$67.7K 0.07% 211
2025
Q1 		$498K Buy
6,281
+1,454
+30% +$111K 0.07% 206
2024
Q4 		$346K Buy
4,827
+484
+11% +$36.6K 0.07% 243
2024
Q3 		$328K Sell
4,343
-127
-3% -$9.63K 0.07% 249
2024
Q2 		$331K Buy
4,470
+342
+8% +$29K 0.09% 214
2024
Q1 		$399K Buy
4,128
+487
+13% +$41.9K 0.12% 180
2023
Q4 		$318K Buy
3,641
+184
+5% +$14.9K 0.11% 170
2023
Q3 		$266K Sell
3,457
-389
-10% -$32.2K 0.11% 168
2023
Q2 		$342K Buy
3,846
+746
+24% +$57.6K 0.14% 142
2023
Q1 		$213K Sell
3,100
-1,829
-37% -$135K 0.1% 191
2022
Q4 		$381K Buy
4,929
+893
+22% +$69.8K 0.19% 99
2022
Q3 		$281K Buy
4,036
+58
+1% +$4.03K 0.16% 133
2022
Q2 		$241K Buy
+3,978
New +$241K 0.15% 146

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

Everhart Financial Group's CSGP Position: Q1 2026 in Review

Everhart Financial Group sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 3,311 shares — an estimated $223K sold.

Everhart Financial Group first reported a position in CSGP in Q2 2022 and held it in 15 quarters. The position peaked at $713K in Q3 2025. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Everhart Financial Group reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 3,311 CoStar Group shares in Q1 2026, an estimated $223K.
  • Everhart Financial Group first reported a position in CoStar Group in Q2 2022 and held it in 15 quarters.
  • Everhart Financial Group's CoStar Group position peaked at $713K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.