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Summit Wealth Group (Colorado)’s CoStar Group CSGP Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-110,820
Closed -$4.75M – 347
2025
Q3 		$4.75M Buy
+110,820
New +$9.79M 0.5% 34

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CSGP Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 110,820 shares — an estimated $4.75M sold.

Summit Wealth Group (Colorado) first reported a position in CSGP in Q3 2025 and held it in 1 quarter. The position peaked at $4.75M in Q3 2025. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 110,820 CoStar Group shares in Q4 2025, an estimated $4.75M.
  • Summit Wealth Group (Colorado) first reported a position in CoStar Group in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s CoStar Group position peaked at $4.75M in Q3 2025.
  • 847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.