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Perigon Wealth Management’s CoStar Group CSGP Stock Holding History

Perigon Wealth Management’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 		$246K Buy
6,097
+697
+13% +$36.3K ﹤0.01% 1105
2025
Q4 		$363K Sell
5,400
-658
-11% -$46.6K 0.01% 944
2025
Q3 		$511K Buy
6,058
+38
+0.6% +$3.36K 0.01% 732
2025
Q2 		$484K Buy
6,020
+339
+6% +$26.4K 0.01% 679
2025
Q1 		$450K Buy
5,681
+376
+7% +$28.6K 0.01% 667
2024
Q4 		$389K Buy
+5,305
New +$401K 0.01% 722

Other funds holding CSGP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Perigon Wealth Management's CSGP Position: Q1 2026 in Review

Perigon Wealth Management increased its CoStar Group (CSGP) stake by 13% in Q1 2026, buying an estimated $36.3K and bringing the position to 6,097 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Perigon Wealth Management first reported a position in CSGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $511K in Q3 2025. 792 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Perigon Wealth Management held 6,097 shares of CoStar Group worth $246K as of Q1 2026.
  • Perigon Wealth Management bought 697 CoStar Group shares in Q1 2026, an estimated $36.3K.
  • CoStar Group made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1105 holding.
  • Perigon Wealth Management first reported a position in CoStar Group in Q4 2024 and has held it in 6 quarters since.
  • Perigon Wealth Management's CoStar Group position peaked at $511K in Q3 2025.
  • 792 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.