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Strait & Sound Wealth Management’s CoStar Group CSGP Stock Holding History

Strait & Sound 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 		– Sell
-5,274
Closed -$355K – 174
2025
Q4 		$355K Hold
5,274
– – 0.13% 113
2025
Q3 		$445K Buy
5,274
+1,163
+28% +$103K 0.17% 92
2025
Q2 		$331K Buy
4,111
+205
+5% +$16K 0.14% 113
2025
Q1 		$309K Buy
+3,906
New +$297K 0.14% 114

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

Strait & Sound Wealth Management's CSGP Position: Q1 2026 in Review

Strait & Sound Wealth Management sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 5,274 shares — an estimated $355K sold.

Strait & Sound Wealth Management first reported a position in CSGP in Q1 2025 and held it in 4 quarters. The position peaked at $445K in Q3 2025. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Strait & Sound Wealth Management reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 5,274 CoStar Group shares in Q1 2026, an estimated $355K.
  • Strait & Sound Wealth Management first reported a position in CoStar Group in Q1 2025 and held it in 4 quarters.
  • Strait & Sound Wealth Management's CoStar Group position peaked at $445K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.