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Marks Group Wealth Management’s CoStar Group CSGP Stock Holding History

Marks Group Wealth Management’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 		– Sell
-5,465
Closed -$220K – 356
2026
Q1 		$220K Sell
5,465
-722
-12% -$37.6K 0.02% 324
2025
Q4 		$416K Buy
6,187
+937
+18% +$66.4K 0.04% 254
2025
Q3 		$443K Sell
5,250
-521
-9% -$46K 0.04% 231
2025
Q2 		$464K Sell
5,771
-161
-3% -$12.5K 0.04% 230
2025
Q1 		$470K Sell
5,932
-256
-4% -$19.5K 0.05% 244
2024
Q4 		$443K Sell
6,188
-53
-0.8% -$4K 0.04% 229
2024
Q3 		$471K Sell
6,241
-226
-3% -$17.1K 0.04% 226
2024
Q2 		$479K Sell
6,467
-570
-8% -$48.3K 0.05% 226
2024
Q1 		$680K Sell
7,037
-326
-4% -$28.1K 0.07% 194
2023
Q4 		$643K Buy
7,363
+402
+6% +$32.5K 0.07% 193
2023
Q3 		$535K Buy
6,961
+200
+3% +$16.6K 0.07% 204
2023
Q2 		$602K Buy
6,761
+24
+0.4% +$1.85K 0.07% 198
2023
Q1 		$464K Buy
6,737
+25
+0.4% +$1.84K 0.06% 214
2022
Q4 		$519K Sell
6,712
-578
-8% -$45.2K 0.07% 209
2022
Q3 		$508K Sell
7,290
-42,125
-85% -$2.92M 0.08% 198
2022
Q2 		$2.98M Sell
49,415
-3,625
-7% -$220K 0.43% 81
2022
Q1 		$3.53M Buy
53,040
+7,722
+17% +$513K 0.44% 84
2021
Q4 		$3.6M Buy
45,318
+2,269
+5% +$190K 0.44% 83
2021
Q3 		$3.72M Buy
43,049
+1,507
+4% +$130K 0.5% 75
2021
Q2 		$3.43M Buy
41,542
+2,792
+7% +$241K 0.47% 94
2021
Q1 		$3.18M Buy
38,750
+2,410
+7% +$208K 0.47% 94
2020
Q4 		$3.36M Buy
36,340
+1,650
+5% +$145K 0.52% 87
2020
Q3 		$2.94M Buy
34,690
+1,400
+4% +$112K 0.53% 84
2020
Q2 		$2.36M Buy
33,290
+5,420
+19% +$350K 0.48% 93
2020
Q1 		$1.65M Buy
27,870
+1,940
+7% +$126K 0.43% 97
2019
Q4 		$1.55M Buy
+25,930
New +$1.51M 0.31% 117

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

Marks Group Wealth Management's CSGP Position: Q2 2026 in Review

Marks Group Wealth Management sold out of CoStar Group (CSGP) in Q2 2026, closing a stake of 5,465 shares — an estimated $220K sold.

Marks Group Wealth Management first reported a position in CSGP in Q4 2019 and held it in 26 quarters. The position peaked at $3.72M in Q3 2021. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Marks Group Wealth Management reported no remaining CoStar Group position as of Q2 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 5,465 CoStar Group shares in Q2 2026, an estimated $220K.
  • Marks Group Wealth Management first reported a position in CoStar Group in Q4 2019 and held it in 26 quarters.
  • Marks Group Wealth Management's CoStar Group position peaked at $3.72M in Q3 2021.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.