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 Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return