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SHP Wealth Management’s CoStar Group CSGP Stock Holding History

SHP 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 		$242 Sell
6
-12
-67% -$625 ﹤0.01% 1718
2025
Q4 		$1.21K Buy
+18
New +$1.27K ﹤0.01% 1225

Other funds holding CSGP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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 $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

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

SHP Wealth Management reduced its CoStar Group (CSGP) stake by 67% in Q1 2026, selling an estimated $625 and leaving 6 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

SHP Wealth Management first reported a position in CSGP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.21K in Q4 2025. 795 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • SHP Wealth Management held 6 shares of CoStar Group worth $242 as of Q1 2026.
  • SHP Wealth Management sold 12 CoStar Group shares in Q1 2026, an estimated $625.
  • CoStar Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1718 holding.
  • SHP Wealth Management first reported a position in CoStar Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's CoStar Group position peaked at $1.21K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.