Kingswood Wealth Advisors’s CoStar Group CSGP Stock Holding History

Kingswood 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
2025 Q4	–	Sell	-2,918	Closed	-$246K	–	877
2025 Q3	$246K	Sell	2,918 -82	-3%	-$7.25K	0.01%	696
2025 Q2	$241K	Buy	3,000 +278	+10%	+$21.7K	0.02%	641
2025 Q1	$216K	Buy	+2,722	New	+$207K	0.02%	663
2024 Q4	–	Sell	-7,730	Closed	-$583K	–	815
2024 Q3	$583K	Sell	7,730 -218	-3%	-$16.5K	0.04%	417
2024 Q2	$589K	Sell	7,948 -1,000	-11%	-$84.7K	0.05%	350
2024 Q1	$864K	Buy	8,948 +24	+0.3%	+$2.07K	0.1%	228
2023 Q4	$780K	Sell	8,924 -941	-10%	-$76.2K	0.09%	244
2023 Q3	$759K	Buy	+9,865	New	+$817K	0.13%	179

Other funds holding CSGP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Kingswood Wealth Advisors's CSGP Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 2,918 shares — an estimated $246K sold.

Kingswood Wealth Advisors first reported a position in CSGP in Q3 2023 and held it in 8 quarters. The position peaked at $864K in Q1 2024. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

Kingswood Wealth Advisors reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,918 CoStar Group shares in Q4 2025, an estimated $246K.
Kingswood Wealth Advisors first reported a position in CoStar Group in Q3 2023 and held it in 8 quarters.
Kingswood Wealth Advisors's CoStar Group position peaked at $864K in Q1 2024.
847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.