WWM
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Waterway Wealth Management’s CoStar Group CSGP Stock Holding History

Waterway Wealth Management’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 		$459K Sell
16,214
-11,456
-41% -$394K 0.09% 78
2026
Q1 		$1.12M Buy
27,670
+16,246
+142% +$846K 0.25% 44
2025
Q4 		$768K Sell
11,424
-5,225
-31% -$370K 0.17% 60
2025
Q3 		$1.4M Buy
16,649
+1,849
+12% +$163K 0.34% 30
2025
Q2 		$1.19M Buy
+14,800
New +$1.15M 0.36% 26

Other funds holding CSGP

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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Waterway Wealth Management's CSGP Position: Q2 2026 in Review

Waterway Wealth Management reduced its CoStar Group (CSGP) stake by 41% in Q2 2026, selling an estimated $394K and leaving 16,214 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #78.

Waterway Wealth Management first reported a position in CSGP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q3 2025. 101 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Waterway Wealth Management held 16,214 shares of CoStar Group worth $459K as of Q2 2026.
  • Waterway Wealth Management sold 11,456 CoStar Group shares in Q2 2026, an estimated $394K.
  • CoStar Group made up 0.09% of Waterway Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Waterway Wealth Management first reported a position in CoStar Group in Q2 2025 and has held it in 5 quarters since.
  • Waterway Wealth Management's CoStar Group position peaked at $1.4M in Q3 2025.
  • 101 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.