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Wallace Advisory Group’s CoStar Group CSGP Stock Holding History

Wallace Advisory Group’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 		– Sell
-5,191
Closed -$209K – 136
2026
Q1 		$209K Buy
+5,191
New +$270K 0.22% 119
2025
Q4 		– Sell
-4,537
Closed -$365K – 137
2025
Q3 		$365K Sell
4,537
-664
-13% -$58.7K 0.29% 106
2025
Q2 		$412K Buy
5,201
+126
+2% +$9.81K 0.3% 101
2025
Q1 		$363K Buy
+5,075
New +$386K 0.25% 118

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

Wallace Advisory Group's CSGP Position: Q2 2026 in Review

Wallace Advisory Group sold out of CoStar Group (CSGP) in Q2 2026, closing a stake of 5,191 shares — an estimated $209K sold.

Wallace Advisory Group first reported a position in CSGP in Q1 2025 and held it in 4 quarters. The position peaked at $412K in Q2 2025. 758 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Wallace Advisory Group reported no remaining CoStar Group position as of Q2 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 5,191 CoStar Group shares in Q2 2026, an estimated $209K.
  • Wallace Advisory Group first reported a position in CoStar Group in Q1 2025 and held it in 4 quarters.
  • Wallace Advisory Group's CoStar Group position peaked at $412K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.