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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s CoStar Group CSGP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-1,031
Closed -$87K – 553
2025
Q3 		$87K Buy
1,031
+41
+4% +$3.62K 0.03% 223
2025
Q2 		$79.7K Buy
990
+185
+23% +$14.4K 0.03% 217
2025
Q1 		$63.8K Buy
805
+137
+21% +$10.4K 0.02% 236
2024
Q4 		$47.9K Sell
668
-172
-20% -$13K 0.02% 265
2024
Q3 		$63.4K Buy
840
+330
+65% +$25K 0.03% 197
2024
Q2 		$37.8K Hold
510
– – 0.02% 224
2024
Q1 		$49.3K Hold
510
– – 0.03% 192
2023
Q4 		$44.6K Buy
+510
New +$41.3K 0.03% 188

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 $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.02T AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CSGP Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 1,031 shares — an estimated $87K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CSGP in Q4 2023 and held it in 8 quarters. The position peaked at $87K in Q3 2025. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,031 CoStar Group shares in Q4 2025, an estimated $87K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CoStar Group in Q4 2023 and held it in 8 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CoStar Group position peaked at $87K in Q3 2025.
  • 847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.