FFO
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Fortitude Family Office’s CaliberCos CWD Stock Holding History

Fortitude Family Office’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
Q2 		$1.58K Hold
2,415
– – ﹤0.01% 1580
2026
Q1 		$2.78K Hold
2,415
– – ﹤0.01% 1152
2025
Q4 		$3K Hold
2,415
– – ﹤0.01% 1008
2025
Q3 		$10.7K Hold
2,415
– – ﹤0.01% 547
2025
Q2 		$8.53K Sell
2,415
-1
-0% -$5 ﹤0.01% 609
2025
Q1 		$26.8K Hold
2,416
– – 0.01% 337
2024
Q4 		$33.8K Hold
2,416
– – 0.01% 341
2024
Q3 		$30.2K Hold
2,416
– – 0.01% 329
2024
Q2 		$40.6K Hold
2,416
– – 0.02% 199
2024
Q1 		$48.3K Hold
2,416
– – 0.03% 156
2023
Q4 		$62.3K Buy
+2,416
New +$69.8K 0.05% 139

Other funds holding CWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fortitude Family Office's CWD Position: Q2 2026 in Review

Fortitude Family Office held its CaliberCos (CWD) position steady in Q2 2026 at 2,415 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Fortitude Family Office first reported a position in CWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.3K in Q4 2023. 6 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • Fortitude Family Office held 2,415 shares of CaliberCos worth $1.58K as of Q2 2026.
  • Fortitude Family Office left its CaliberCos share count unchanged in Q2 2026.
  • CaliberCos made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1580 holding.
  • Fortitude Family Office first reported a position in CaliberCos in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's CaliberCos position peaked at $62.3K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.