Moran Wealth Management’s Costamare CMRE Stock Holding History

Moran Wealth Management’s Portfolio CMRE Stock Details CMRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,667	Closed	-$282K	–	501
2026 Q1	$282K	Buy	+16,667	New	+$277K	0.01%	426

Other funds holding CMRE

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Moran Wealth Management sold out of Costamare (CMRE) in Q2 2026, closing a stake of 16,667 shares — an estimated $282K sold.

Moran Wealth Management first reported a position in CMRE in Q1 2026 and held it in 1 quarter. The position peaked at $282K in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

Moran Wealth Management reported no remaining Costamare position as of Q2 2026 after selling out during the quarter.
Moran Wealth Management sold 16,667 Costamare shares in Q2 2026, an estimated $282K.
Moran Wealth Management first reported a position in Costamare in Q1 2026 and held it in 1 quarter.
Moran Wealth Management's Costamare position peaked at $282K in Q1 2026.
195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

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