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Opal Wealth Advisors’s CoStar Group CSGP Stock Holding History

Opal 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
Q3 		– Sell
-327
Closed -$26.3K – 273
2025
Q2 		$26.3K Buy
327
+26
+9% +$2.02K 0.01% 503
2025
Q1 		$23.8K Buy
+301
New +$22.9K 0.01% 495

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Opal Wealth Advisors's CSGP Position: Q3 2025 in Review

Opal Wealth Advisors sold out of CoStar Group (CSGP) in Q3 2025, closing a stake of 327 shares — an estimated $26.3K sold.

Opal Wealth Advisors first reported a position in CSGP in Q1 2025 and held it in 2 quarters. The position peaked at $26.3K in Q2 2025. 905 funds tracked by Wall St. Rank hold CSGP as of Q3 2025.

  • Opal Wealth Advisors reported no remaining CoStar Group position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 327 CoStar Group shares in Q3 2025, an estimated $26.3K.
  • Opal Wealth Advisors first reported a position in CoStar Group in Q1 2025 and held it in 2 quarters.
  • Opal Wealth Advisors's CoStar Group position peaked at $26.3K in Q2 2025.
  • 905 funds tracked by Wall St. Rank held CoStar Group as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.