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Institute for Wealth Management’s CoStar Group CSGP Stock Holding History

Institute for 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
Q2 		$567K Sell
20,026
-1,115
-5% -$38.4K 0.05% 299
2026
Q1 		$853K Buy
21,141
+5,485
+35% +$286K 0.09% 222
2025
Q4 		$1.05M Sell
15,656
-611
-4% -$43.3K 0.11% 184
2025
Q3 		$1.37M Sell
16,267
-450
-3% -$39.8K 0.14% 153
2025
Q2 		$1.34M Sell
16,717
-800
-5% -$62.3K 0.15% 145
2025
Q1 		$1.39M Sell
17,517
-30
-0.2% -$2.28K 0.18% 123
2024
Q4 		$1.26M Sell
17,547
-5,106
-23% -$386K 0.16% 134
2024
Q3 		$1.71M Buy
22,653
+2,174
+11% +$165K 0.22% 106
2024
Q2 		$1.52M Buy
20,479
+1,260
+7% +$107K 0.2% 112
2024
Q1 		$1.86M Sell
19,219
-182
-0.9% -$15.7K 0.24% 91
2023
Q4 		$1.7M Buy
19,401
+735
+4% +$59.5K 0.28% 86
2023
Q3 		$1.44M Sell
18,666
-494
-3% -$40.9K 0.26% 94
2023
Q2 		$1.71M Buy
19,160
+559
+3% +$43.2K 0.29% 84
2023
Q1 		$1.28M Sell
18,601
-453
-2% -$33.4K 0.24% 107
2022
Q4 		$1.47M Sell
19,054
-267
-1% -$20.9K 0.31% 85
2022
Q3 		$1.35M Buy
19,321
+400
+2% +$27.8K 0.3% 91
2022
Q2 		$1.14M Sell
18,921
-30
-0.2% -$1.82K 0.22% 116
2022
Q1 		$1.26M Sell
18,951
-32
-0.2% -$2.13K 0.2% 123
2021
Q4 		$1.5M Sell
18,983
-13
-0.1% -$1.09K 0.24% 110
2021
Q3 		$1.64M Sell
18,996
-77
-0.4% -$6.66K 0.29% 90
2021
Q2 		$1.58M Sell
19,073
-327
-2% -$28.3K 0.28% 90
2021
Q1 		$1.59M Sell
19,400
-300
-2% -$25.9K 0.3% 83
2020
Q4 		$1.82M Sell
19,700
-690
-3% -$60.5K 0.36% 68
2020
Q3 		$1.73M Buy
20,390
+540
+3% +$43K 0.39% 56
2020
Q2 		$1.41M Buy
19,850
+80
+0.4% +$5.17K 0.35% 75
2020
Q1 		$1.16M Sell
19,770
-380
-2% -$24.8K 0.36% 72
2019
Q4 		$1.21M Buy
20,150
+60
+0.3% +$3.5K 0.27% 99
2019
Q3 		$1.19M Sell
20,090
-640
-3% -$38.3K 0.3% 93
2019
Q2 		$1.15M Buy
20,730
+1,160
+6% +$59.3K 0.25% 117
2019
Q1 		$913K Buy
19,570
+1,340
+7% +$55.4K 0.2% 139
2018
Q4 		$615K Buy
+18,230
New +$666K 0.25% 121

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

Institute for Wealth Management's CSGP Position: Q2 2026 in Review

Institute for Wealth Management reduced its CoStar Group (CSGP) stake by 5.3% in Q2 2026, selling an estimated $38.4K and leaving 20,026 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #299.

Institute for Wealth Management first reported a position in CSGP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.86M in Q1 2024. 756 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Institute for Wealth Management held 20,026 shares of CoStar Group worth $567K as of Q2 2026.
  • Institute for Wealth Management sold 1,115 CoStar Group shares in Q2 2026, an estimated $38.4K.
  • CoStar Group made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Institute for Wealth Management first reported a position in CoStar Group in Q4 2018 and has held it in 31 quarters since.
  • Institute for Wealth Management's CoStar Group position peaked at $1.86M in Q1 2024.
  • 756 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.