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Moran Wealth Management’s CoStar Group CSGP Stock Holding History

Moran 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
Q1 		– Sell
-4,298
Closed -$289K – 495
2025
Q4 		$289K Sell
4,298
-2,059
-32% -$146K 0.01% 446
2025
Q3 		$536K Sell
6,357
-412
-6% -$36.4K 0.02% 396
2025
Q2 		$544K Sell
6,769
-912
-12% -$71K 0.02% 403
2025
Q1 		$609K Sell
7,681
-526
-6% -$40K 0.02% 355
2024
Q4 		$588K Buy
8,207
+180
+2% +$13.6K 0.02% 357
2024
Q3 		$606K Buy
8,027
+161
+2% +$12.2K 0.02% 360
2024
Q2 		$583K Buy
7,866
+3,655
+87% +$310K 0.02% 336
2024
Q1 		$407K Buy
4,211
+1,646
+64% +$142K 0.01% 343
2023
Q4 		$224K Buy
+2,565
New +$208K 0.01% 394

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 $3.37T AUM 44.26% 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

Moran Wealth Management's CSGP Position: Q1 2026 in Review

Moran Wealth Management sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 4,298 shares — an estimated $289K sold.

Moran Wealth Management first reported a position in CSGP in Q4 2023 and held it in 9 quarters. The position peaked at $609K in Q1 2025. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Moran Wealth Management reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 4,298 CoStar Group shares in Q1 2026, an estimated $289K.
  • Moran Wealth Management first reported a position in CoStar Group in Q4 2023 and held it in 9 quarters.
  • Moran Wealth Management's CoStar Group position peaked at $609K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.