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Principia Wealth Advisory’s CoStar Group CSGP Stock Holding History

Principia Wealth Advisory’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 		$3.31K Buy
117
+23
+24% +$791 ﹤0.01% 455
2026
Q1 		$3.79K Buy
94
+30
+47% +$1.56K ﹤0.01% 356
2025
Q4 		$4.3K Sell
64
-14
-18% -$992 ﹤0.01% 304
2025
Q3 		$6.58K Buy
78
+55
+239% +$4.86K ﹤0.01% 240
2025
Q2 		$1.85K Buy
23
+5
+28% +$389 ﹤0.01% 408
2025
Q1 		$1.42K Buy
18
+9
+100% +$685 ﹤0.01% 337
2024
Q4 		$644 Buy
+9
New +$680 ﹤0.01% 472

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

Principia Wealth Advisory's CSGP Position: Q2 2026 in Review

Principia Wealth Advisory increased its CoStar Group (CSGP) stake by 24% in Q2 2026, buying an estimated $791 and bringing the position to 117 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Principia Wealth Advisory first reported a position in CSGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.58K in Q3 2025. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Principia Wealth Advisory held 117 shares of CoStar Group worth $3.31K as of Q2 2026.
  • Principia Wealth Advisory bought 23 CoStar Group shares in Q2 2026, an estimated $791.
  • CoStar Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #455 holding.
  • Principia Wealth Advisory first reported a position in CoStar Group in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's CoStar Group position peaked at $6.58K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.