MWA
CMDB

Medallion Wealth Advisors’s Costamare Bulkers Holdings CMDB Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-130
Closed -$2.01K – 1314
2026
Q1 		$2.01K Hold
130
– – ﹤0.01% 1000
2025
Q4 		$2K Hold
130
– – ﹤0.01% 993
2025
Q3 		$1.87K Hold
130
– – ﹤0.01% 989
2025
Q2 		$1.12K Buy
+130
New +$1.29K ﹤0.01% 1016

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Medallion Wealth Advisors's CMDB Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Costamare Bulkers Holdings (CMDB) in Q2 2026, closing a stake of 130 shares — an estimated $2.01K sold.

Medallion Wealth Advisors first reported a position in CMDB in Q2 2025 and held it in 4 quarters. The position peaked at $2.01K in Q1 2026. 98 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Costamare Bulkers Holdings position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 130 Costamare Bulkers Holdings shares in Q2 2026, an estimated $2.01K.
  • Medallion Wealth Advisors first reported a position in Costamare Bulkers Holdings in Q2 2025 and held it in 4 quarters.
  • Medallion Wealth Advisors's Costamare Bulkers Holdings position peaked at $2.01K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.