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EverSource Wealth Advisors’s CoStar Group CSGP Stock Holding History

EverSource Wealth Advisors’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 		$203K Buy
7,157
+4,436
+163% +$153K 0.01% 994
2026
Q1 		$110K Buy
2,721
+1,026
+61% +$53.4K ﹤0.01% 1374
2025
Q4 		$114K Sell
1,695
-167
-9% -$11.8K ﹤0.01% 1246
2025
Q3 		$157K Buy
1,862
+12
+0.6% +$1.06K 0.01% 1035
2025
Q2 		$149K Buy
1,850
+774
+72% +$60.3K 0.01% 1003
2025
Q1 		$85.3K Sell
1,076
-1,641
-60% -$125K ﹤0.01% 976
2024
Q4 		$195K Buy
2,717
+2,387
+723% +$180K 0.01% 666
2024
Q3 		$24.9K Buy
330
+50
+18% +$3.79K ﹤0.01% 1379
2024
Q2 		$21.8K Sell
280
-39
-12% -$3.31K ﹤0.01% 1465
2024
Q1 		$29.2K Buy
319
+49
+18% +$4.22K ﹤0.01% 1194
2023
Q4 		$23.6K Buy
270
+18
+7% +$1.46K ﹤0.01% 1163
2023
Q3 		$19.4K Buy
252
+52
+26% +$4.31K ﹤0.01% 1137
2023
Q2 		$17.8K Buy
200
+42
+27% +$3.24K ﹤0.01% 1203
2023
Q1 		$10.9K Buy
158
+15
+10% +$1.11K ﹤0.01% 1316
2022
Q4 		$11.1K Sell
143
-28
-16% -$2.19K ﹤0.01% 1294
2022
Q3 		$12K Buy
+171
New +$11.9K ﹤0.01% 1070

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

EverSource Wealth Advisors's CSGP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its CoStar Group (CSGP) stake by 163% in Q2 2026, buying an estimated $153K and bringing the position to 7,157 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #994.

EverSource Wealth Advisors first reported a position in CSGP in Q3 2022 and has held it in 16 quarters since. 760 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • EverSource Wealth Advisors held 7,157 shares of CoStar Group worth $203K as of Q2 2026.
  • EverSource Wealth Advisors bought 4,436 CoStar Group shares in Q2 2026, an estimated $153K.
  • CoStar Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #994 holding.
  • EverSource Wealth Advisors first reported a position in CoStar Group in Q3 2022 and has held it in 16 quarters since.
  • 760 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.