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Montag & Associates’s CoStar Group CSGP Stock Holding History

Montag & 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
2026
Q2 		– Sell
-300
Closed -$12.1K – 960
2026
Q1 		$12.1K Hold
300
– – ﹤0.01% 731
2025
Q4 		$20.2K Buy
+300
New +$21.3K ﹤0.01% 701
2021
Q2 		– Sell
-1,000
Closed -$82K – 865
2021
Q1 		$82K Sell
1,000
-12,450
-93% -$1.07M ﹤0.01% 497
2020
Q4 		$1.24M Hold
13,450
– – 0.08% 189
2020
Q3 		$1.14M Buy
+13,450
New +$1.07M 0.09% 171

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 $3.38T AUM 44.17% 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

Montag & Associates's CSGP Position: Q2 2026 in Review

Montag & Associates sold out of CoStar Group (CSGP) in Q2 2026, closing a stake of 300 shares — an estimated $12.1K sold.

Montag & Associates first reported a position in CSGP in Q3 2020 and held it in 5 quarters. The position peaked at $1.24M in Q4 2020. 760 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Montag & Associates reported no remaining CoStar Group position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 300 CoStar Group shares in Q2 2026, an estimated $12.1K.
  • Montag & Associates first reported a position in CoStar Group in Q3 2020 and held it in 5 quarters.
  • Montag & Associates's CoStar Group position peaked at $1.24M in Q4 2020.
  • 760 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.