Kathleen S. Wright Associates’s CoStar Group CSGP Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$375K	Sell	4,700 -500	-10%	-$44.2K	0.14%	85
2025 Q2	$478K	Sell	5,200 -230	-4%	-$17.9K	0.19%	76
2025 Q1	$413K	Buy	5,430 +100	+2%	+$7.61K	0.17%	83
2024 Q4	$389K	Buy	5,330 +100	+2%	+$7.55K	0.16%	83
2024 Q3	$390K	Hold	5,230	–	–	0.16%	87
2024 Q2	$398K	Buy	5,230 +30	+0.6%	+$2.54K	0.18%	81
2024 Q1	$462K	Sell	5,200 -30	-0.6%	-$2.58K	0.22%	76
2023 Q4	$423K	Hold	5,230	–	–	0.22%	75
2023 Q3	$402K	Buy	5,230 +5,030	+2,515%	+$417K	0.22%	75
2023 Q2	$17.8K	Sell	200 -5,500	-96%	-$425K	0.01%	124
2023 Q1	$392K	Sell	5,700 -350	-6%	-$25.8K	0.26%	67
2022 Q4	$468K	Hold	6,050	–	–	0.32%	66
2022 Q3	$421K	Buy	6,050 +250	+4%	+$17.4K	0.34%	65
2022 Q2	$350K	Hold	5,800	–	–	0.29%	67
2022 Q1	$386K	Buy	5,800 +2,700	+87%	+$179K	0.28%	66
2021 Q4	$245K	Buy	+3,100	New	+$260K	0.18%	72

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kathleen S. Wright Associates's CSGP Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its CoStar Group (CSGP) stake by 9.6% in Q3 2025, selling an estimated $44.2K and leaving 4,700 shares worth $375K. The position accounts for 0.14% of the portfolio, ranked #85.

Kathleen S. Wright Associates first reported a position in CSGP in Q4 2021 and has held it in 16 quarters since. The position peaked at $478K in Q2 2025. 903 funds tracked by Wall St. Rank hold CSGP as of Q3 2025.

Kathleen S. Wright Associates held 4,700 shares of CoStar Group worth $375K as of Q3 2025.
Kathleen S. Wright Associates sold 500 CoStar Group shares in Q3 2025, an estimated $44.2K.
CoStar Group made up 0.14% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #85 holding.
Kathleen S. Wright Associates first reported a position in CoStar Group in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's CoStar Group position peaked at $478K in Q2 2025.
903 funds tracked by Wall St. Rank held CoStar Group as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.