Arax Advisory Partners’s Costamare CMRE Stock Holding History

Arax Advisory Partners’s Portfolio CMRE Stock Details CMRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Buy	125,474 +116,205	+1,254%	+$1.91M	0.01%	910
2026 Q1	$157K	Sell	9,269 -105,289	-92%	-$1.75M	﹤0.01%	1192
2025 Q4	$1.81M	Sell	114,558 -20,039	-15%	-$277K	0.05%	259
2025 Q3	$1.6M	Buy	134,597 +134,556	+328,185%	+$1.47M	0.02%	517
2025 Q2	$374	Sell	41 -323	-89%	-$2.88K	﹤0.01%	2953
2025 Q1	$3.58K	Buy	+364	New	+$4.02K	﹤0.01%	1897

Other funds holding CMRE

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arax Advisory Partners's CMRE Position: Q2 2026 in Review

Arax Advisory Partners increased its Costamare (CMRE) stake by 1,254% in Q2 2026, buying an estimated $1.91M and bringing the position to 125,474 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #910.

Arax Advisory Partners first reported a position in CMRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.81M in Q4 2025. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

Arax Advisory Partners held 125,474 shares of Costamare worth $1.76M as of Q2 2026.
Arax Advisory Partners bought 116,205 Costamare shares in Q2 2026, an estimated $1.91M.
Costamare made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #910 holding.
Arax Advisory Partners first reported a position in Costamare in Q1 2025 and has held it in 6 quarters since.
Arax Advisory Partners's Costamare position peaked at $1.81M in Q4 2025.
195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.