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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
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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's CSGP Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 10 shares — an estimated $673 sold.

Mowery & Schoenfeld Wealth Management first reported a position in CSGP in Q4 2023 and held it in 9 quarters. The position peaked at $2.29K in Q4 2024. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 10 CoStar Group shares in Q1 2026, an estimated $673.
  • Mowery & Schoenfeld Wealth Management first reported a position in CoStar Group in Q4 2023 and held it in 9 quarters.
  • Mowery & Schoenfeld Wealth Management's CoStar Group position peaked at $2.29K in Q4 2024.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.