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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
Q2 		$2.15K Sell
76
-517
-87% -$17.8K ﹤0.01% 630
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Heritage Wealth Advisors's CSGP Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its CoStar Group (CSGP) stake by 87% in Q2 2026, selling an estimated $17.8K and leaving 76 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Heritage Wealth Advisors first reported a position in CSGP in Q1 2020 and has held it in 26 quarters since. The position peaked at $124K in Q4 2022. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Heritage Wealth Advisors held 76 shares of CoStar Group worth $2.15K as of Q2 2026.
  • Heritage Wealth Advisors sold 517 CoStar Group shares in Q2 2026, an estimated $17.8K.
  • CoStar Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #630 holding.
  • Heritage Wealth Advisors first reported a position in CoStar Group in Q1 2020 and has held it in 26 quarters since.
  • Heritage Wealth Advisors's CoStar Group position peaked at $124K in Q4 2022.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.