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Integrated Wealth Concepts’s CoStar Group CSGP Stock Holding History

Integrated Wealth Concepts’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 		$402K Buy
14,178
+5,895
+71% +$203K ﹤0.01% 1802
2026
Q1 		$334K Buy
8,283
+4,674
+130% +$243K ﹤0.01% 1788
2025
Q4 		$243K Sell
3,609
-1,007
-22% -$71.3K ﹤0.01% 1426
2025
Q3 		$389K Sell
4,616
-1,555
-25% -$137K ﹤0.01% 1484
2025
Q2 		$496K Buy
6,171
+1,382
+29% +$108K 0.01% 1276
2025
Q1 		$379K Buy
4,789
+426
+10% +$32.4K ﹤0.01% 1280
2024
Q4 		$312K Buy
+4,363
New +$329K ﹤0.01% 1342
2022
Q1 		– Sell
-8,656
Closed -$684K – 954
2021
Q4 		$684K Buy
8,656
+228
+3% +$19.1K 0.02% 534
2021
Q3 		$725K Buy
8,428
+481
+6% +$41.6K 0.02% 481
2021
Q2 		$658K Buy
7,947
+277
+4% +$23.9K 0.02% 464
2021
Q1 		$630K Buy
7,670
+310
+4% +$26.8K 0.03% 416
2020
Q4 		$680K Buy
7,360
+1,280
+21% +$112K 0.03% 335
2020
Q3 		$516K Buy
6,080
+730
+14% +$58.2K 0.03% 337
2020
Q2 		$380K Buy
5,350
+780
+17% +$50.4K 0.03% 348
2020
Q1 		$268K Sell
4,570
-130
-3% -$8.47K 0.02% 330
2019
Q4 		$281K Buy
4,700
+240
+5% +$14K 0.02% 375
2019
Q3 		$265K Buy
+4,460
New +$267K 0.03% 339

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

Integrated Wealth Concepts's CSGP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its CoStar Group (CSGP) stake by 71% in Q2 2026, buying an estimated $203K and bringing the position to 14,178 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Integrated Wealth Concepts first reported a position in CSGP in Q3 2019 and has held it in 17 quarters since. The position peaked at $725K in Q3 2021. 759 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Integrated Wealth Concepts held 14,178 shares of CoStar Group worth $402K as of Q2 2026.
  • Integrated Wealth Concepts bought 5,895 CoStar Group shares in Q2 2026, an estimated $203K.
  • CoStar Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1802 holding.
  • Integrated Wealth Concepts first reported a position in CoStar Group in Q3 2019 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's CoStar Group position peaked at $725K in Q3 2021.
  • 759 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.