Waterway Wealth Management
CSGP icon

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
Q3 		$945K Buy
34,479
+18,265
+113% +$548K 0.18% 69
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Waterway Wealth Management's CSGP Position: Q3 2026 in Review

Waterway Wealth Management increased its CoStar Group (CSGP) stake by 113% in Q3 2026, buying an estimated $548K and bringing the position to 34,479 shares worth $945K. The position accounts for 0.18% of the portfolio, ranked #69.

Waterway Wealth Management first reported a position in CSGP in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q3 2025. 306 funds tracked by Wall St. Rank hold CSGP as of Q3 2026.

  • Waterway Wealth Management held 34,479 shares of CoStar Group worth $945K as of Q3 2026.
  • Waterway Wealth Management bought 18,265 CoStar Group shares in Q3 2026, an estimated $548K.
  • CoStar Group made up 0.18% of Waterway Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Waterway Wealth Management first reported a position in CoStar Group in Q2 2025 and has held it in 6 quarters since.
  • Waterway Wealth Management's CoStar Group position peaked at $1.4M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held CoStar Group as of Q3 2026.

Based on Waterway Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.