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 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

True Wealth Design's CSGP Position: Q2 2026 in Review

True Wealth Design increased its CoStar Group (CSGP) stake by 321% in Q2 2026, buying an estimated $83.3K and bringing the position to 3,179 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #283.

True Wealth Design first reported a position in CSGP in Q4 2022 and has held it in 15 quarters since. 757 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

True Wealth Design held 3,179 shares of CoStar Group worth $90K as of Q2 2026.
True Wealth Design bought 2,423 CoStar Group shares in Q2 2026, an estimated $83.3K.
CoStar Group made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #283 holding.
True Wealth Design first reported a position in CoStar Group in Q4 2022 and has held it in 15 quarters since.
757 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.