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Summit Wealth Group (Colorado)’s Costamare CMRE Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-108,780
Closed -$9.96M – 339
2025
Q3 		$9.96M Buy
+108,780
New +$1.19M 1.05% 20

Other funds holding CMRE

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CMRE Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Costamare (CMRE) in Q4 2025, closing a stake of 108,780 shares — an estimated $9.96M sold.

Summit Wealth Group (Colorado) first reported a position in CMRE in Q3 2025 and held it in 1 quarter. The position peaked at $9.96M in Q3 2025. 184 funds tracked by Wall St. Rank hold CMRE as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Costamare position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 108,780 Costamare shares in Q4 2025, an estimated $9.96M.
  • Summit Wealth Group (Colorado) first reported a position in Costamare in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Costamare position peaked at $9.96M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Costamare as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.