Wealth Management Associates’s CoStar Group CSGP Stock Holding History

Wealth Management Associates’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
2025 Q2	–	Sell	-3,547	Closed	-$281K	–	220
2025 Q1	$281K	Buy	3,547 +308	+10%	+$23.4K	0.12%	167
2024 Q4	$232K	Hold	3,239	–	–	0.1%	184
2024 Q3	$244K	Sell	3,239 -450	-12%	-$34.1K	0.11%	179
2024 Q2	$274K	Hold	3,689	–	–	0.13%	155
2024 Q1	$274K	Buy	3,689 +10	+0.3%	+$861	0.13%	155
2023 Q4	$322K	Hold	3,679	–	–	0.17%	133
2023 Q3	$283K	Buy	3,679 +535	+17%	+$44.3K	0.17%	138
2023 Q2	$280K	Sell	3,144 -622	-17%	-$48K	0.16%	140
2023 Q1	$259K	Hold	3,766	–	–	0.16%	149
2022 Q4	$291K	Sell	3,766 -1,987	-35%	-$155K	0.19%	121
2022 Q3	$401K	Hold	5,753	–	–	0.28%	100
2022 Q2	$348K	Hold	5,753	–	–	0.24%	109
2022 Q1	$383K	Hold	5,753	–	–	0.22%	120
2021 Q4	$455K	Buy	5,753 +1,977	+52%	+$166K	0.24%	108
2021 Q3	$325K	Buy	3,776 +476	+14%	+$41.1K	0.19%	128
2021 Q2	$273K	Buy	+3,300	New	+$285K	0.16%	153

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Management Associates's CSGP Position: Q2 2025 in Review

Wealth Management Associates sold out of CoStar Group (CSGP) in Q2 2025, closing a stake of 3,547 shares — an estimated $281K sold.

Wealth Management Associates first reported a position in CSGP in Q2 2021 and held it in 16 quarters. The position peaked at $455K in Q4 2021. 873 funds tracked by Wall St. Rank hold CSGP as of Q2 2025.

Wealth Management Associates reported no remaining CoStar Group position as of Q2 2025 after selling out during the quarter.
Wealth Management Associates sold 3,547 CoStar Group shares in Q2 2025, an estimated $281K.
Wealth Management Associates first reported a position in CoStar Group in Q2 2021 and held it in 16 quarters.
Wealth Management Associates's CoStar Group position peaked at $455K in Q4 2021.
873 funds tracked by Wall St. Rank held CoStar Group as of Q2 2025.

Based on Wealth Management Associates's 13F filing for Q2 2025, filed 4 Aug 2025.