Wheels Up Wealth’s CoStar Group CSGP Stock Holding History

Wheels Up Wealth’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	-6,940	Closed	-$280K	–	24
2026 Q1	$280K	Hold	6,940	–	–	0.26%	21
2025 Q4	$467K	Buy	+6,940	New	+$492K	0.43%	19

Other funds holding CSGP

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wheels Up Wealth's CSGP Position: Q2 2026 in Review

Wheels Up Wealth sold out of CoStar Group (CSGP) in Q2 2026, closing a stake of 6,940 shares — an estimated $280K sold.

Wheels Up Wealth first reported a position in CSGP in Q4 2025 and held it in 2 quarters. The position peaked at $467K in Q4 2025. 756 funds tracked by Wall St. Rank hold CSGP as of Q2 2026.

Wheels Up Wealth reported no remaining CoStar Group position as of Q2 2026 after selling out during the quarter.
Wheels Up Wealth sold 6,940 CoStar Group shares in Q2 2026, an estimated $280K.
Wheels Up Wealth first reported a position in CoStar Group in Q4 2025 and held it in 2 quarters.
Wheels Up Wealth's CoStar Group position peaked at $467K in Q4 2025.
756 funds tracked by Wall St. Rank held CoStar Group as of Q2 2026.

Based on Wheels Up Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.