NewEdge Wealth’s CoStar Group CSGP Stock Holding History

NewEdge Wealth’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	$637K	Buy	15,801 +2,792	+21%	+$145K	0.01%	740
2025 Q4	$875K	Sell	13,009 -1,497	-10%	-$106K	0.01%	672
2025 Q3	$1.02M	Sell	14,506 -11,792	-45%	-$1.04M	0.01%	568
2025 Q2	$2.51M	Buy	26,298 +18,335	+230%	+$1.43M	0.04%	331
2025 Q1	$631K	Sell	7,963 -1,728	-18%	-$131K	0.01%	579
2024 Q4	$694K	Buy	9,691 +5,051	+109%	+$381K	0.01%	560
2024 Q3	$350K	Buy	+4,640	New	+$352K	0.01%	693
2024 Q2	–	Sell	-5,041	Closed	-$452K	–	776
2024 Q1	$452K	Buy	5,041 +794	+19%	+$68.4K	0.01%	583
2023 Q4	$371K	Sell	4,247 -3,951	-48%	-$320K	0.01%	570
2023 Q3	$630K	Sell	8,198 -2,511	-23%	-$208K	0.02%	431
2023 Q2	$953K	Sell	10,709 -717	-6%	-$55.4K	0.03%	362
2023 Q1	$787K	Buy	11,426 +999	+10%	+$73.7K	0.03%	349
2022 Q4	$806K	Sell	10,427 -5	-0%	-$391	0.03%	312
2022 Q3	$727K	Sell	10,432 -1,020	-9%	-$70.8K	0.03%	300
2022 Q2	$692K	Buy	11,452 +1,146	+11%	+$69.4K	0.03%	338
2022 Q1	$686K	Hold	10,306	–	–	0.03%	264
2021 Q4	$814K	Hold	10,306	–	–	0.03%	248
2021 Q3	$887K	Buy	10,306 +2,756	+37%	+$238K	0.05%	186
2021 Q2	$625K	Hold	7,550	–	–	0.05%	201
2021 Q1	$621K	Buy	+7,550	New	+$652K	0.06%	202

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