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True Wealth Design’s CoStar Group CSGP Stock Holding History

True Wealth Design’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
Q3 		$21.4K Sell
780
-2,399
-75% -$72K 0.01% 806
2026
Q2 		$90K Buy
3,179
+2,423
+321% +$83.3K 0.02% 283
2026
Q1 		$30.5K Buy
756
+478
+172% +$24.9K 0.01% 552
2025
Q4 		$18.7K Buy
278
+226
+435% +$16K 0.01% 636
2025
Q3 		$4.42K Sell
52
-2
-4% -$177 ﹤0.01% 1126
2025
Q2 		$4.38K Buy
54
+17
+46% +$1.32K ﹤0.01% 862
2025
Q1 		$2.96K Buy
37
+22
+147% +$1.67K ﹤0.01% 864
2024
Q4 		$1.1K Buy
15
+3
+25% +$227 ﹤0.01% 907
2024
Q3 		$906 Hold
12
– – ﹤0.01% 994
2024
Q2 		$890 Buy
12
+3
+33% +$254 ﹤0.01% 533
2024
Q1 		$870 Buy
9
+4
+80% +$344 ﹤0.01% 497
2023
Q4 		$437 Hold
5
– – ﹤0.01% 499
2023
Q3 		$385 Hold
5
– – ﹤0.01% 488
2023
Q2 		$445 Hold
5
– – ﹤0.01% 475
2023
Q1 		$345 Hold
5
– – ﹤0.01% 612
2022
Q4 		$386 Buy
+5
New +$391 ﹤0.01% 521

Other funds holding CSGP

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

True Wealth Design's CSGP Position: Q3 2026 in Review

True Wealth Design reduced its CoStar Group (CSGP) stake by 75% in Q3 2026, selling an estimated $72K and leaving 780 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #806.

True Wealth Design first reported a position in CSGP in Q4 2022 and has held it in 16 quarters since. The position peaked at $90K in Q2 2026. 61 funds tracked by Wall St. Rank hold CSGP as of Q3 2026.

  • True Wealth Design held 780 shares of CoStar Group worth $21.4K as of Q3 2026.
  • True Wealth Design sold 2,399 CoStar Group shares in Q3 2026, an estimated $72K.
  • CoStar Group made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #806 holding.
  • True Wealth Design first reported a position in CoStar Group in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's CoStar Group position peaked at $90K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held CoStar Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.