MWM
CMDB

Moran Wealth Management’s Costamare Bulkers Holdings CMDB Stock Holding History

Moran Wealth Management’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 		$469K Buy
26,700
+6,223
+30% +$108K 0.01% 424
2026
Q1 		$317K Buy
20,477
+8,766
+75% +$147K 0.01% 413
2025
Q4 		$180K Buy
+11,711
New +$170K 0.01% 479

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

Moran Wealth Management's CMDB Position: Q2 2026 in Review

Moran Wealth Management increased its Costamare Bulkers Holdings (CMDB) stake by 30% in Q2 2026, buying an estimated $108K and bringing the position to 26,700 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #424.

Moran Wealth Management first reported a position in CMDB in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Moran Wealth Management held 26,700 shares of Costamare Bulkers Holdings worth $469K as of Q2 2026.
  • Moran Wealth Management bought 6,223 Costamare Bulkers Holdings shares in Q2 2026, an estimated $108K.
  • Costamare Bulkers Holdings made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Moran Wealth Management first reported a position in Costamare Bulkers Holdings in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.