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Wealth Alliance’s CoStar Group CSGP Stock Holding History

Wealth Alliance’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
-9,048
Closed -$365K – 592
2026
Q1 		$365K Buy
9,048
+5,235
+137% +$273K 0.04% 377
2025
Q4 		$256K Sell
3,813
-1,048
-22% -$74.2K 0.03% 474
2025
Q3 		$410K Sell
4,861
-12
-0.2% -$1.06K 0.04% 348
2025
Q2 		$392K Sell
4,873
-433
-8% -$33.7K 0.04% 344
2025
Q1 		$420K Buy
5,306
+415
+8% +$31.6K 0.05% 316
2024
Q4 		$350K Buy
4,891
+633
+15% +$47.8K 0.04% 335
2024
Q3 		$321K Buy
4,258
+379
+10% +$28.7K 0.04% 381
2024
Q2 		$288K Sell
3,879
-24
-0.6% -$2.03K 0.04% 394
2024
Q1 		$377K Sell
3,903
-636
-14% -$54.8K 0.05% 337
2023
Q4 		$397K Buy
4,539
+132
+3% +$10.7K 0.06% 307
2023
Q3 		$339K Sell
4,407
-1,114
-20% -$92.3K 0.05% 320
2023
Q2 		$491K Buy
5,521
+182
+3% +$14.1K 0.07% 247
2023
Q1 		$368K Buy
5,339
+204
+4% +$15.1K 0.06% 305
2022
Q4 		$397K Buy
5,135
+274
+6% +$21.4K 0.07% 272
2022
Q3 		$339K Buy
4,861
+462
+11% +$32.1K 0.07% 294
2022
Q2 		$266K Buy
4,399
+313
+8% +$19K 0.05% 354
2022
Q1 		$272K Buy
4,086
+786
+24% +$52.2K 0.06% 346
2021
Q4 		$260K Buy
3,300
+30
+0.9% +$2.52K 0.05% 361
2021
Q3 		$282K Buy
3,270
+469
+17% +$40.5K 0.06% 327
2021
Q2 		$232K Buy
+2,801
New +$242K 0.05% 381
2021
Q1 		– Sell
-2,480
Closed -$229K – 390
2020
Q4 		$229K Sell
2,480
-170
-6% -$14.9K 0.07% 339
2020
Q3 		$225K Sell
2,650
-450
-15% -$35.9K 0.08% 290
2020
Q2 		$220K Buy
+3,100
New +$200K 0.09% 271

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

Wealth Alliance's CSGP Position: Q2 2026 in Review

Wealth Alliance sold out of CoStar Group (CSGP) in Q2 2026, closing a stake of 9,048 shares — an estimated $365K sold.

Wealth Alliance first reported a position in CSGP in Q2 2020 and held it in 23 quarters. The position peaked at $491K in Q2 2023. 759 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

  • Wealth Alliance reported no remaining CoStar Group position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 9,048 CoStar Group shares in Q2 2026, an estimated $365K.
  • Wealth Alliance first reported a position in CoStar Group in Q2 2020 and held it in 23 quarters.
  • Wealth Alliance's CoStar Group position peaked at $491K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.