Wealth Enhancement Advisory Services’s CoStar Group CSGP Stock Holding History

Wealth Enhancement Advisory Services’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	$2.2M	Sell	80,453 -42,685	-35%	-$1.28M	﹤0.01%	1605
2026 Q2	$3.14M	Buy	123,138 +84,559	+219%	+$2.91M	0.01%	1290
2026 Q1	$1.54M	Buy	38,579 +17,062	+79%	+$888K	﹤0.01%	1533
2025 Q4	$1.45M	Buy	21,517 +186	+0.9%	+$13.2K	﹤0.01%	1722
2025 Q3	$1.72M	Buy	21,331 +1,151	+6%	+$102K	﹤0.01%	1532
2025 Q2	$1.66M	Buy	20,180 +2,125	+12%	+$166K	﹤0.01%	1461
2025 Q1	$1.43M	Buy	18,055 +10	+0.1%	+$761	﹤0.01%	1415
2024 Q4	$1.29M	Buy	18,045 +1,070	+6%	+$80.8K	﹤0.01%	1409
2024 Q3	$1.28M	Buy	16,975 +6,386	+60%	+$484K	﹤0.01%	1271
2024 Q2	$785K	Sell	10,589 -4,435	-30%	-$376K	﹤0.01%	1389
2024 Q1	$1.45M	Buy	15,024 +3,008	+25%	+$259K	﹤0.01%	1089
2023 Q4	$1.05M	Sell	12,016 -2,477	-17%	-$200K	﹤0.01%	1154
2023 Q3	$1.11M	Buy	+14,493	New	+$1.2M	﹤0.01%	1052
2023 Q2	–	Sell	-25,216	Closed	-$1.74M	–	523
2023 Q1	$1.74M	Buy	+25,216	New	+$1.86M	0.02%	241

Other funds holding CSGP

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSGP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its CoStar Group (CSGP) stake by 35% in Q3 2026, selling an estimated $1.28M and leaving 80,453 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Wealth Enhancement Advisory Services first reported a position in CSGP in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.14M in Q2 2026. 340 funds tracked by Wall St. Rank hold CSGP as of Q3 2026.

Wealth Enhancement Advisory Services held 80,453 shares of CoStar Group worth $2.2M as of Q3 2026.
Wealth Enhancement Advisory Services sold 42,685 CoStar Group shares in Q3 2026, an estimated $1.28M.
CoStar Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1605 holding.
Wealth Enhancement Advisory Services first reported a position in CoStar Group in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's CoStar Group position peaked at $3.14M in Q2 2026.
340 funds tracked by Wall St. Rank held CoStar Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.