VWA
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Valued Wealth Advisors’s CoStar Group CSGP Stock Holding History

Valued Wealth 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
Q2 		$1.42K Hold
50
– – ﹤0.01% 732
2026
Q1 		$2.02K Hold
50
– – ﹤0.01% 569
2025
Q4 		$3.36K Hold
50
– – ﹤0.01% 350
2025
Q3 		$4.22K Hold
50
– – ﹤0.01% 309
2025
Q2 		$4.02K Hold
50
– – ﹤0.01% 307
2025
Q1 		$3.96K Hold
50
– – ﹤0.01% 337
2024
Q4 		$3.58K Hold
50
– – ﹤0.01% 346
2024
Q3 		$3.77K Hold
50
– – ﹤0.01% 315
2024
Q2 		$3.71K Hold
50
– – ﹤0.01% 300
2024
Q1 		$4.83K Hold
50
– – ﹤0.01% 252
2023
Q4 		$3.85K Buy
+50
New +$4.05K ﹤0.01% 227

Other funds holding CSGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
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
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Valued Wealth Advisors's CSGP Position: Q2 2026 in Review

Valued Wealth Advisors held its CoStar Group (CSGP) position steady in Q2 2026 at 50 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Valued Wealth Advisors first reported a position in CSGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.83K in Q1 2024. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Valued Wealth Advisors held 50 shares of CoStar Group worth $1.42K as of Q2 2026.
  • Valued Wealth Advisors left its CoStar Group share count unchanged in Q2 2026.
  • CoStar Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #732 holding.
  • Valued Wealth Advisors first reported a position in CoStar Group in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's CoStar Group position peaked at $4.83K in Q1 2024.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.