Perfromance Wealth Partners’s CoStar Group CSGP Stock Holding History

Perfromance 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
2025 Q4	–	Sell	-2,405	Closed	-$203K	–	203
2025 Q3	$203K	Sell	2,405 -454	-16%	-$40.1K	0.01%	200
2025 Q2	$230K	Hold	2,859	–	–	0.01%	170
2025 Q1	$227K	Hold	2,859	–	–	0.01%	156
2024 Q4	$205K	Buy	+2,859	New	+$216K	0.01%	175
2024 Q2	–	Sell	-5,629	Closed	-$544K	–	167
2024 Q1	$544K	Hold	5,629	–	–	0.02%	92
2023 Q4	$492K	Sell	5,629 -250	-4%	-$20.2K	0.02%	105
2023 Q3	$452K	Buy	5,879 +250	+4%	+$20.7K	0.02%	111
2023 Q2	$499K	Sell	5,629 -2,081	-27%	-$161K	0.02%	117
2023 Q1	$531K	Buy	+7,710	New	+$569K	0.03%	104

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Perfromance Wealth Partners's CSGP Position: Q4 2025 in Review

Perfromance Wealth Partners sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 2,405 shares — an estimated $203K sold.

Perfromance Wealth Partners first reported a position in CSGP in Q1 2023 and held it in 9 quarters. The position peaked at $544K in Q1 2024. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

Perfromance Wealth Partners reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
Perfromance Wealth Partners sold 2,405 CoStar Group shares in Q4 2025, an estimated $203K.
Perfromance Wealth Partners first reported a position in CoStar Group in Q1 2023 and held it in 9 quarters.
Perfromance Wealth Partners's CoStar Group position peaked at $544K in Q1 2024.
847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Perfromance Wealth Partners's 13F filing for Q4 2025, filed 21 Jan 2026.