CWP
CMDB

Curated Wealth Partners’s Costamare Bulkers Holdings CMDB Stock Holding History

Curated Wealth Partners’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5K Buy
+10,000
New +$174K ﹤0.01% 814

Other funds holding CMDB

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curated Wealth Partners's CMDB Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Costamare Bulkers Holdings (CMDB) in Q2 2026: 10,000 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings.

7 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Curated Wealth Partners held 10,000 shares of Costamare Bulkers Holdings worth $11.5K as of Q2 2026.
  • Costamare Bulkers Holdings was a new Curated Wealth Partners position in Q2 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #814 holding.
  • 7 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.