PWPS
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Pinnacle Wealth Planning Services’s CoStar Group CSGP Stock Holding History

Pinnacle Wealth Planning Services’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 		$30.2K Buy
1,065
+755
+244% +$26K ﹤0.01% 1582
2026
Q1 		$12.5K Sell
310
-828
-73% -$43.1K ﹤0.01% 1918
2025
Q4 		$76.5K Buy
+1,138
New +$80.6K 0.01% 937
2021
Q1 		– Sell
-150
Closed -$14K – 716
2020
Q4 		$14K Buy
+150
New +$13.2K ﹤0.01% 1280

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

Pinnacle Wealth Planning Services's CSGP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CoStar Group (CSGP) stake by 244% in Q2 2026, buying an estimated $26K and bringing the position to 1,065 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Pinnacle Wealth Planning Services first reported a position in CSGP in Q4 2020 and has held it in 4 quarters since. The position peaked at $76.5K in Q4 2025. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,065 shares of CoStar Group worth $30.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 755 CoStar Group shares in Q2 2026, an estimated $26K.
  • CoStar Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1582 holding.
  • Pinnacle Wealth Planning Services first reported a position in CoStar Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's CoStar Group position peaked at $76.5K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.