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Unique Wealth Strategies’s CoStar Group CSGP Stock Holding History

Unique Wealth Strategies’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 		$333K Sell
11,759
-5,011
-30% -$172K 0.12% 177
2026
Q1 		$677K Buy
+16,770
New +$873K 0.27% 91
2024
Q3 		– Sell
-18
Closed -$1.74K – 315
2024
Q2 		$1.74K Buy
+18
New +$1.52K ﹤0.01% 501

Other funds holding CSGP

Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Unique Wealth Strategies's CSGP Position: Q2 2026 in Review

Unique Wealth Strategies reduced its CoStar Group (CSGP) stake by 30% in Q2 2026, selling an estimated $172K and leaving 11,759 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #177.

Unique Wealth Strategies first reported a position in CSGP in Q2 2024 and has held it in 3 quarters since. The position peaked at $677K in Q1 2026. 280 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Unique Wealth Strategies held 11,759 shares of CoStar Group worth $333K as of Q2 2026.
  • Unique Wealth Strategies sold 5,011 CoStar Group shares in Q2 2026, an estimated $172K.
  • CoStar Group made up 0.12% of Unique Wealth Strategies's portfolio in Q2 2026, its #177 holding.
  • Unique Wealth Strategies first reported a position in CoStar Group in Q2 2024 and has held it in 3 quarters since.
  • Unique Wealth Strategies's CoStar Group position peaked at $677K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.