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United Capital Financial Advisors’s CoStar Group CSGP Stock Holding History

United Capital Financial Advisors’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 		$426K Buy
10,563
+4,530
+75% +$236K ﹤0.01% 1149
2025
Q4 		$406K Sell
6,033
-1,512
-20% -$107K ﹤0.01% 1050
2025
Q3 		$637K Buy
7,545
+167
+2% +$14.8K ﹤0.01% 789
2025
Q2 		$593K Sell
7,378
-845
-10% -$65.8K ﹤0.01% 737
2025
Q1 		$652K Buy
8,223
+1,971
+32% +$150K 0.01% 676
2024
Q4 		$448K Buy
6,252
+270
+5% +$20.4K ﹤0.01% 763
2024
Q3 		$451K Buy
5,982
+251
+4% +$19K ﹤0.01% 749
2024
Q2 		$425K Sell
5,731
-1,060
-16% -$89.8K ﹤0.01% 746
2024
Q1 		$656K Sell
6,791
-336
-5% -$28.9K 0.01% 664
2023
Q4 		$623K Buy
+7,127
New +$577K 0.01% 675
2022
Q2 		– Sell
-3,689
Closed -$246K – 1135
2022
Q1 		$246K Sell
3,689
-2,476
-40% -$164K ﹤0.01% 1058
2021
Q4 		$487K Buy
6,165
+415
+7% +$34.8K ﹤0.01% 867
2021
Q3 		$495K Buy
+5,750
New +$497K ﹤0.01% 860
2021
Q1 		– Sell
-3,170
Closed -$293K – 1191
2020
Q4 		$293K Buy
+3,170
New +$278K ﹤0.01% 1006
2019
Q4 		– Sell
-480
Closed -$28K – 1384
2019
Q3 		$28K Buy
+480
New +$28.7K ﹤0.01% 1276
2017
Q4 		– Sell
-32,910
Closed -$883K – 1315
2017
Q3 		$883K Sell
32,910
-4,740
-13% -$132K 0.01% 807
2017
Q2 		$992K Buy
+37,650
New +$916K 0.01% 766

Other funds holding CSGP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

United Capital Financial Advisors's CSGP Position: Q1 2026 in Review

United Capital Financial Advisors increased its CoStar Group (CSGP) stake by 75% in Q1 2026, buying an estimated $236K and bringing the position to 10,563 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

United Capital Financial Advisors first reported a position in CSGP in Q2 2017 and has held it in 17 quarters since. The position peaked at $992K in Q2 2017. 792 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • United Capital Financial Advisors held 10,563 shares of CoStar Group worth $426K as of Q1 2026.
  • United Capital Financial Advisors bought 4,530 CoStar Group shares in Q1 2026, an estimated $236K.
  • CoStar Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1149 holding.
  • United Capital Financial Advisors first reported a position in CoStar Group in Q2 2017 and has held it in 17 quarters since.
  • United Capital Financial Advisors's CoStar Group position peaked at $992K in Q2 2017.
  • 792 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.