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Arbor Wealth Management (Arizona)’s CaliberCos CWD Stock Holding History

Arbor Wealth Management (Arizona)’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40
Closed -$50 – 42
2025
Q4 		$50 Buy
+40
New +$107 ﹤0.01% 101

Other funds holding CWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Arbor Wealth Management (Arizona)'s CWD Position: Q1 2026 in Review

Arbor Wealth Management (Arizona) sold out of CaliberCos (CWD) in Q1 2026, closing a stake of 40 shares — an estimated $50 sold.

Arbor Wealth Management (Arizona) first reported a position in CWD in Q4 2025 and held it in 1 quarter. The position peaked at $50 in Q4 2025. 16 funds tracked by Wall St. Rank hold CWD as of Q1 2026.

  • Arbor Wealth Management (Arizona) reported no remaining CaliberCos position as of Q1 2026 after selling out during the quarter.
  • Arbor Wealth Management (Arizona) sold 40 CaliberCos shares in Q1 2026, an estimated $50.
  • Arbor Wealth Management (Arizona) first reported a position in CaliberCos in Q4 2025 and held it in 1 quarter.
  • Arbor Wealth Management (Arizona)'s CaliberCos position peaked at $50 in Q4 2025.
  • 16 funds tracked by Wall St. Rank held CaliberCos as of Q1 2026.

Based on Arbor Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 31 Aug 2026.