FullCircle Wealth’s CoStar Group CSGP Stock Holding History

FullCircle Wealth’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 Q3	–	Sell	-2,195	Closed	-$213K	–	265
2025 Q2	$213K	Buy	+2,195	New	+$171K	0.08%	246

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FullCircle Wealth's CSGP Position: Q3 2025 in Review

FullCircle Wealth sold out of CoStar Group (CSGP) in Q3 2025, closing a stake of 2,195 shares — an estimated $213K sold.

FullCircle Wealth first reported a position in CSGP in Q2 2025 and held it in 1 quarter. The position peaked at $213K in Q2 2025. 903 funds tracked by Wall St. Rank hold CSGP as of Q3 2025.

FullCircle Wealth reported no remaining CoStar Group position as of Q3 2025 after selling out during the quarter.
FullCircle Wealth sold 2,195 CoStar Group shares in Q3 2025, an estimated $213K.
FullCircle Wealth first reported a position in CoStar Group in Q2 2025 and held it in 1 quarter.
FullCircle Wealth's CoStar Group position peaked at $213K in Q2 2025.
903 funds tracked by Wall St. Rank held CoStar Group as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.