OWA
CSGP icon

Octavia Wealth Advisors’s CoStar Group CSGP Stock Holding History

Octavia Wealth 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
2025
Q4 		– Sell
-3,626
Closed -$306K – 257
2025
Q3 		$306K Sell
3,626
-3
-0.1% -$265 0.03% 193
2025
Q2 		$292K Sell
3,629
-6,821
-65% -$531K 0.03% 165
2025
Q1 		$828K Buy
+10,450
New +$795K 0.1% 84

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Octavia Wealth Advisors's CSGP Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 3,626 shares — an estimated $306K sold.

Octavia Wealth Advisors first reported a position in CSGP in Q1 2025 and held it in 3 quarters. The position peaked at $828K in Q1 2025. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

  • Octavia Wealth Advisors reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,626 CoStar Group shares in Q4 2025, an estimated $306K.
  • Octavia Wealth Advisors first reported a position in CoStar Group in Q1 2025 and held it in 3 quarters.
  • Octavia Wealth Advisors's CoStar Group position peaked at $828K in Q1 2025.
  • 847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.