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Marshall & Sterling Wealth Advisors’s CoStar Group CSGP Stock Holding History

Marshall & Sterling 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
-75
Closed -$6.33K – 405
2025
Q3 		$6.33K Sell
75
-287
-79% -$25.4K ﹤0.01% 457
2025
Q2 		$29.1K Hold
362
– – 0.02% 223
2025
Q1 		$28.7K Buy
+362
New +$27.5K 0.02% 222

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital International Investors
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

Marshall & Sterling Wealth Advisors's CSGP Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 75 shares — an estimated $6.33K sold.

Marshall & Sterling Wealth Advisors first reported a position in CSGP in Q1 2025 and held it in 3 quarters. The position peaked at $29.1K in Q2 2025. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 75 CoStar Group shares in Q4 2025, an estimated $6.33K.
  • Marshall & Sterling Wealth Advisors first reported a position in CoStar Group in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's CoStar Group position peaked at $29.1K in Q2 2025.
  • 847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.