JWA
CSGP icon

JFS Wealth Advisors’s CoStar Group CSGP Stock Holding History

JFS 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 		$29 Sell
1
-29
-97% -$997 ﹤0.01% 2237
2026
Q1 		$1.21K Sell
30
-88
-75% -$4.58K ﹤0.01% 1634
2025
Q4 		$7.93K Buy
118
+15
+15% +$1.06K ﹤0.01% 1059
2025
Q3 		$8.69K Hold
103
– – ﹤0.01% 940
2025
Q2 		$8.28K Sell
103
-12
-10% -$935 ﹤0.01% 922
2025
Q1 		$9.11K Buy
115
+8
+7% +$609 ﹤0.01% 908
2024
Q4 		$7.66K Sell
107
-7
-6% -$529 ﹤0.01% 952
2024
Q3 		$8.6K Buy
114
+4
+4% +$303 ﹤0.01% 908
2024
Q2 		$8.16K Hold
110
– – ﹤0.01% 860
2024
Q1 		$10.6K Hold
110
– – ﹤0.01% 797
2023
Q4 		$9.61K Buy
110
+10
+10% +$809 ﹤0.01% 785
2023
Q3 		$7.69K Buy
100
+1
+1% +$83 ﹤0.01% 816
2023
Q2 		$8.81K Hold
99
– – ﹤0.01% 767
2023
Q1 		$6.82K Sell
99
-5
-5% -$369 ﹤0.01% 873
2022
Q4 		$8.04K Buy
104
+4
+4% +$313 ﹤0.01% 794
2022
Q3 		$7K Buy
100
+48
+92% +$3.33K ﹤0.01% 850
2022
Q2 		$3K Sell
52
-29
-36% -$1.76K ﹤0.01% 1164
2022
Q1 		$5K Buy
+81
New +$5.38K ﹤0.01% 1026
2020
Q1 		– Sell
-20
Closed -$1K – 507
2019
Q4 		$1K Hold
20
– – ﹤0.01% 471
2019
Q3 		$1K Buy
+20
New +$1.2K ﹤0.01% 464

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

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

JFS Wealth Advisors reduced its CoStar Group (CSGP) stake by 97% in Q2 2026, selling an estimated $997 and leaving 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

JFS Wealth Advisors first reported a position in CSGP in Q3 2019 and has held it in 20 quarters since. The position peaked at $10.6K in Q1 2024. 757 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • JFS Wealth Advisors held 1 share of CoStar Group worth $29 as of Q2 2026.
  • JFS Wealth Advisors sold 29 CoStar Group shares in Q2 2026, an estimated $997.
  • CoStar Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2237 holding.
  • JFS Wealth Advisors first reported a position in CoStar Group in Q3 2019 and has held it in 20 quarters since.
  • JFS Wealth Advisors's CoStar Group position peaked at $10.6K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.