Morgan Stanley
CMDB

Morgan Stanley’s Costamare Bulkers Holdings CMDB Stock Holding History

Morgan Stanley’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 		$2.46M Sell
158,850
-18,847
-11% -$317K ﹤0.01% 4619
2025
Q4 		$2.74M Sell
177,697
-3,485
-2% -$50.5K ﹤0.01% 4594
2025
Q3 		$2.6M Sell
181,182
-10,793
-6% -$111K ﹤0.01% 4613
2025
Q2 		$1.66M Buy
+191,975
New +$1.91M ﹤0.01% 4823

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's CMDB Position: Q1 2026 in Review

Morgan Stanley reduced its Costamare Bulkers Holdings (CMDB) stake by 11% in Q1 2026, selling an estimated $317K and leaving 158,850 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #4619.

Morgan Stanley first reported a position in CMDB in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.74M in Q4 2025. 97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

  • Morgan Stanley held 158,850 shares of Costamare Bulkers Holdings worth $2.46M as of Q1 2026.
  • Morgan Stanley sold 18,847 Costamare Bulkers Holdings shares in Q1 2026, an estimated $317K.
  • Costamare Bulkers Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4619 holding.
  • Morgan Stanley first reported a position in Costamare Bulkers Holdings in Q2 2025 and has held it in 4 quarters since.
  • Morgan Stanley's Costamare Bulkers Holdings position peaked at $2.74M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.