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Root Financial Partners’s CoStar Group CSGP Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-231
Closed -$9.32K – 1030
2026
Q1 		$9.32K Sell
231
-41
-15% -$2.13K ﹤0.01% 1716
2025
Q4 		$18.3K Sell
272
-97
-26% -$6.87K ﹤0.01% 1229
2025
Q3 		$31.1K Buy
+369
New +$32.6K ﹤0.01% 872

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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

Root Financial Partners's CSGP Position: Q2 2026 in Review

Root Financial Partners sold out of CoStar Group (CSGP) in Q2 2026, closing a stake of 231 shares — an estimated $9.32K sold.

Root Financial Partners first reported a position in CSGP in Q3 2025 and held it in 3 quarters. The position peaked at $31.1K in Q3 2025. 759 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Root Financial Partners reported no remaining CoStar Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 231 CoStar Group shares in Q2 2026, an estimated $9.32K.
  • Root Financial Partners first reported a position in CoStar Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CoStar Group position peaked at $31.1K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.