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Private Wealth Management Group’s CoStar Group CSGP Stock Holding History

Private Wealth Management Group’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 		– Sell
-101
Closed -$6.79K – 1463
2025
Q4 		$6.79K Sell
101
-90
-47% -$6.38K ﹤0.01% 656
2025
Q3 		$16.1K Hold
191
– – ﹤0.01% 388
2025
Q2 		$15.4K Buy
191
+6
+3% +$467 0.01% 373
2025
Q1 		$14.7K Buy
185
+58
+46% +$4.41K 0.01% 366
2024
Q4 		$9.09K Sell
127
-61
-32% -$4.61K ﹤0.01% 508
2024
Q3 		$14.2K Buy
188
+149
+382% +$11.3K 0.01% 365
2024
Q2 		$2.89K Sell
39
-54
-58% -$4.58K ﹤0.01% 924
2024
Q1 		$8.98K Buy
93
+2
+2% +$172 ﹤0.01% 438
2023
Q4 		$7.95K Buy
+91
New +$7.37K ﹤0.01% 465

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Private Wealth Management Group's CSGP Position: Q1 2026 in Review

Private Wealth Management Group sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 101 shares — an estimated $6.79K sold.

Private Wealth Management Group first reported a position in CSGP in Q4 2023 and held it in 9 quarters. The position peaked at $16.1K in Q3 2025. 796 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Private Wealth Management Group reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 101 CoStar Group shares in Q1 2026, an estimated $6.79K.
  • Private Wealth Management Group first reported a position in CoStar Group in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's CoStar Group position peaked at $16.1K in Q3 2025.
  • 796 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.