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Legacy Wealth Management (Idaho)’s CoStar Group CSGP Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-3
Closed -$202 – 1047
2025
Q4 		$202 Hold
3
– – ﹤0.01% 868
2025
Q3 		$254 Hold
3
– – ﹤0.01% 727
2025
Q2 		$242 Hold
3
– – ﹤0.01% 697
2025
Q1 		$238 Buy
+3
New +$228 ﹤0.01% 759

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CSGP Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 3 shares — an estimated $202 sold.

Legacy Wealth Management (Idaho) first reported a position in CSGP in Q1 2025 and held it in 4 quarters. The position peaked at $254 in Q3 2025. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3 CoStar Group shares in Q1 2026, an estimated $202.
  • Legacy Wealth Management (Idaho) first reported a position in CoStar Group in Q1 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s CoStar Group position peaked at $254 in Q3 2025.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.