OWP
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ORG Wealth Partners’s CoStar Group CSGP Stock Holding History

ORG Wealth Partners’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
Q2 		$39.5K Sell
1,394
-6,103
-81% -$210K 0.01% 368
2026
Q1 		$302K Buy
7,497
+5,273
+237% +$275K 0.06% 178
2025
Q4 		$150K Sell
2,224
-1,219
-35% -$86.3K 0.04% 243
2025
Q3 		$290K Buy
3,443
+295
+9% +$26.1K 0.06% 166
2025
Q2 		$258K Buy
3,148
+540
+21% +$42.1K 0.06% 160
2025
Q1 		$206K Buy
2,608
+121
+5% +$9.21K 0.06% 186
2024
Q4 		$178K Buy
+2,487
New +$188K 0.05% 134

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
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
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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

ORG Wealth Partners's CSGP Position: Q2 2026 in Review

ORG Wealth Partners reduced its CoStar Group (CSGP) stake by 81% in Q2 2026, selling an estimated $210K and leaving 1,394 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #368.

ORG Wealth Partners first reported a position in CSGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q1 2026. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • ORG Wealth Partners held 1,394 shares of CoStar Group worth $39.5K as of Q2 2026.
  • ORG Wealth Partners sold 6,103 CoStar Group shares in Q2 2026, an estimated $210K.
  • CoStar Group made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #368 holding.
  • ORG Wealth Partners first reported a position in CoStar Group in Q4 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's CoStar Group position peaked at $302K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.