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Mount Yale Investment Advisors’s CoStar Group CSGP Stock Holding History

Mount Yale Investment 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
2026
Q2 		$219K Buy
+7,721
New +$266K ﹤0.01% 1113
2026
Q1 		– Sell
-4,181
Closed -$281K – 1102
2025
Q4 		$281K Sell
4,181
-584
-12% -$41.4K 0.01% 604
2025
Q3 		$402K Buy
4,765
+4,318
+966% +$382K 0.03% 458
2025
Q2 		$35.9K Buy
+447
New +$34.8K ﹤0.01% 904

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

Mount Yale Investment Advisors's CSGP Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in CoStar Group (CSGP) in Q2 2026: 7,721 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CSGP as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in CSGP in Q2 2025 and has held it in 4 quarters since. The position peaked at $402K in Q3 2025. 757 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Mount Yale Investment Advisors held 7,721 shares of CoStar Group worth $219K as of Q2 2026.
  • CoStar Group was a new Mount Yale Investment Advisors position in Q2 2026.
  • CoStar Group made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1113 holding.
  • Mount Yale Investment Advisors first reported a position in CoStar Group in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's CoStar Group position peaked at $402K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.