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 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 $1.91T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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 $97.9B AUM 20.73% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return