HB Wealth Management’s CoStar Group CSGP Stock Holding History

HB Wealth Management’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	$2.68M	Sell	66,457 -7,347	-10%	-$382K	0.02%	370
2025 Q4	$4.96M	Sell	73,804 -3,095	-4%	-$219K	0.03%	250
2025 Q3	$6.49M	Buy	76,899 +19,662	+34%	+$1.74M	0.04%	214
2025 Q2	$4.6M	Sell	57,237 -19,449	-25%	-$1.52M	0.04%	241
2025 Q1	$6.08M	Buy	76,686 +72,095	+1,570%	+$5.48M	0.05%	197
2024 Q4	$329K	Sell	4,591 -1,478	-24%	-$112K	﹤0.01%	774
2024 Q3	$458K	Sell	6,069 -6	-0.1%	-$455	﹤0.01%	612
2024 Q2	$450K	Sell	6,075 -1,434	-19%	-$122K	0.01%	573
2024 Q1	$725K	Buy	7,509 +417	+6%	+$35.9K	0.01%	405
2023 Q4	$620K	Buy	7,092 +887	+14%	+$71.8K	0.01%	404
2023 Q3	$477K	Buy	6,205 +1,173	+23%	+$97.2K	0.01%	443
2023 Q2	$448K	Buy	5,032 +251	+5%	+$19.4K	0.01%	443
2023 Q1	$329K	Sell	4,781 -468	-9%	-$34.5K	0.01%	510
2022 Q4	$406K	Buy	5,249 +664	+14%	+$51.9K	0.01%	445
2022 Q3	$319K	Buy	4,585 +486	+12%	+$33.7K	0.01%	422
2022 Q2	$248K	Buy	4,099 +990	+32%	+$60K	0.01%	488
2022 Q1	$207K	Buy	3,109 +549	+21%	+$36.4K	﹤0.01%	558
2021 Q4	$202K	Buy	+2,560	New	+$215K	﹤0.01%	497

Other funds holding CSGP

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Principal Financial Group

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management

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