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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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Integrated Wealth Concepts's CSGP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its CoStar Group (CSGP) stake by 130% in Q1 2026, buying an estimated $243K and bringing the position to 8,283 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Integrated Wealth Concepts first reported a position in CSGP in Q3 2019 and has held it in 16 quarters since. The position peaked at $725K in Q3 2021. 792 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Integrated Wealth Concepts held 8,283 shares of CoStar Group worth $334K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,674 CoStar Group shares in Q1 2026, an estimated $243K.
  • CoStar Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1788 holding.
  • Integrated Wealth Concepts first reported a position in CoStar Group in Q3 2019 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's CoStar Group position peaked at $725K in Q3 2021.
  • 792 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.