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
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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Moran Wealth Management's CMDB Position: Q1 2026 in Review

Moran Wealth Management increased its Costamare Bulkers Holdings (CMDB) stake by 75% in Q1 2026, buying an estimated $147K and bringing the position to 20,477 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #413.

Moran Wealth Management first reported a position in CMDB in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

  • Moran Wealth Management held 20,477 shares of Costamare Bulkers Holdings worth $317K as of Q1 2026.
  • Moran Wealth Management bought 8,766 Costamare Bulkers Holdings shares in Q1 2026, an estimated $147K.
  • Costamare Bulkers Holdings made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #413 holding.
  • Moran Wealth Management first reported a position in Costamare Bulkers Holdings in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.