Mowery & Schoenfeld Wealth Management’s CoStar Group CSGP Stock Holding History

Mowery & Schoenfeld 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	-10	Closed	-$673	–	386
2025 Q4	$673	Hold	10	–	–	﹤0.01%	467
2025 Q3	$844	Hold	10	–	–	﹤0.01%	369
2025 Q2	$804	Hold	10	–	–	﹤0.01%	367
2025 Q1	$793	Sell	10 -22	-69%	-$1.67K	﹤0.01%	422
2024 Q4	$2.29K	Buy	32 +22	+220%	+$1.66K	﹤0.01%	387
2024 Q3	$755	Hold	10	–	–	﹤0.01%	222
2024 Q2	$742	Hold	10	–	–	﹤0.01%	198
2024 Q1	$966	Hold	10	–	–	﹤0.01%	142
2023 Q4	$874	Buy	+10	New	+$809	﹤0.01%	149

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