IWA
CSGP icon

Icon Wealth Advisors’s CoStar Group CSGP Stock Holding History

Icon 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 		$204K Sell
7,217
-296
-4% -$10.2K 0.01% 406
2026
Q1 		$256K Sell
7,513
-9,986
-57% -$520K 0.02% 347
2025
Q4 		$1.18M Sell
17,499
-6,324
-27% -$448K 0.08% 160
2025
Q3 		$2.01M Sell
23,823
-5,028
-17% -$444K 0.14% 111
2025
Q2 		$2.32M Buy
28,851
+6,432
+29% +$501K 0.17% 97
2025
Q1 		$1.78M Sell
22,419
-1,940
-8% -$148K 0.15% 112
2024
Q4 		$1.74M Buy
24,359
+20,441
+522% +$1.54M 0.14% 107
2024
Q3 		$296K Sell
3,918
-954
-20% -$72.3K 0.02% 298
2024
Q2 		$380K Sell
4,872
-950
-16% -$80.5K 0.03% 245
2024
Q1 		$562K Sell
5,822
-4,621
-44% -$398K 0.05% 191
2023
Q4 		$913K Buy
+10,443
New +$845K 0.1% 135
2022
Q4 		$1.12M Sell
14,429
-820
-5% -$64.1K 0.13% 128
2022
Q3 		$1.06M Buy
+15,249
New +$1.06M 0.13% 130

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Icon Wealth Advisors reduced its CoStar Group (CSGP) stake by 3.9% in Q2 2026, selling an estimated $10.2K and leaving 7,217 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #406.

Icon Wealth Advisors first reported a position in CSGP in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.32M in Q2 2025. 756 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Icon Wealth Advisors held 7,217 shares of CoStar Group worth $204K as of Q2 2026.
  • Icon Wealth Advisors sold 296 CoStar Group shares in Q2 2026, an estimated $10.2K.
  • CoStar Group made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #406 holding.
  • Icon Wealth Advisors first reported a position in CoStar Group in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's CoStar Group position peaked at $2.32M in Q2 2025.
  • 756 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.