GoalVest Advisory’s CoStar Group CSGP Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-3	Closed	-$238	–	400
2025 Q1	$238	Buy	+3	New	+$228	﹤0.01%	429

Other funds holding CSGP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GoalVest Advisory's CSGP Position: Q2 2025 in Review

GoalVest Advisory sold out of CoStar Group (CSGP) in Q2 2025, closing a stake of 3 shares — an estimated $238 sold.

GoalVest Advisory first reported a position in CSGP in Q1 2025 and held it in 1 quarter. The position peaked at $238 in Q1 2025. 873 funds tracked by Wall St. Rank hold CSGP as of Q2 2025.

GoalVest Advisory reported no remaining CoStar Group position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 CoStar Group shares in Q2 2025, an estimated $238.
GoalVest Advisory first reported a position in CoStar Group in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's CoStar Group position peaked at $238 in Q1 2025.
873 funds tracked by Wall St. Rank held CoStar Group as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.