Heritage Wealth Advisors’s CoStar Group CSGP Stock Holding History

Heritage 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 Q1	$23.9K	Buy	593 +517	+680%	+$26.9K	﹤0.01%	414
2025 Q4	$5.11K	Hold	76	–	–	﹤0.01%	493
2025 Q3	$6.41K	Hold	76	–	–	﹤0.01%	456
2025 Q2	$6.11K	Hold	76	–	–	﹤0.01%	454
2025 Q1	$6.02K	Hold	76	–	–	﹤0.01%	446
2024 Q4	$5.44K	Hold	76	–	–	﹤0.01%	482
2024 Q3	$5.73K	Hold	76	–	–	﹤0.01%	470
2024 Q2	$5.63K	Hold	76	–	–	﹤0.01%	445
2024 Q1	$7.34K	Hold	76	–	–	﹤0.01%	452
2023 Q4	$6.64K	Hold	76	–	–	﹤0.01%	472
2023 Q3	$5.84K	Sell	76 -679	-90%	-$56.3K	﹤0.01%	433
2023 Q2	$67.2K	Hold	755	–	–	﹤0.01%	291
2023 Q1	$52K	Sell	755 -846	-53%	-$62.4K	﹤0.01%	317
2022 Q4	$124K	Buy	1,601 +1,525	+2,007%	+$119K	0.01%	248
2022 Q3	$5.29K	Hold	76	–	–	﹤0.01%	450
2022 Q2	$5K	Sell	76 -15	-16%	-$909	﹤0.01%	489
2022 Q1	$6K	Hold	91	–	–	﹤0.01%	464
2021 Q4	$7K	Buy	91 +11	+14%	+$923	﹤0.01%	464
2021 Q3	$6.88K	Hold	80	–	–	﹤0.01%	454
2021 Q2	$6.63K	Hold	80	–	–	﹤0.01%	465
2021 Q1	$6.58K	Hold	80	–	–	﹤0.01%	481
2020 Q4	$7K	Hold	80	–	–	﹤0.01%	476
2020 Q3	$6.79K	Hold	80	–	–	﹤0.01%	415
2020 Q2	$5.68K	Buy	80 +30	+60%	+$1.94K	﹤0.01%	402
2020 Q1	$2.94K	Buy	+50	New	+$3.26K	﹤0.01%	411

Other funds holding CSGP

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Heritage Wealth Advisors's CSGP Position: Q1 2026 in Review

Heritage Wealth Advisors increased its CoStar Group (CSGP) stake by 680% in Q1 2026, buying an estimated $26.9K and bringing the position to 593 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Heritage Wealth Advisors first reported a position in CSGP in Q1 2020 and has held it in 25 quarters since. The position peaked at $124K in Q4 2022. 792 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

Heritage Wealth Advisors held 593 shares of CoStar Group worth $23.9K as of Q1 2026.
Heritage Wealth Advisors bought 517 CoStar Group shares in Q1 2026, an estimated $26.9K.
CoStar Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #414 holding.
Heritage Wealth Advisors first reported a position in CoStar Group in Q1 2020 and has held it in 25 quarters since.
Heritage Wealth Advisors's CoStar Group position peaked at $124K in Q4 2022.
792 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.