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True Wealth Design’s Costamare CMRE Stock Holding History

True Wealth Design’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 		$1.15K Sell
82
-9
-10% -$148 ﹤0.01% 1929
2026
Q1 		$1.54K Hold
91
– – ﹤0.01% 1644
2025
Q4 		$1.44K Buy
91
+9
+11% +$124 ﹤0.01% 1575
2025
Q3 		$977 Buy
82
+74
+925% +$810 ﹤0.01% 1755
2025
Q2 		$73 Sell
8
-56
-88% -$499 ﹤0.01% 2313
2025
Q1 		$630 Buy
+64
New +$706 ﹤0.01% 1455

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

True Wealth Design's CMRE Position: Q2 2026 in Review

True Wealth Design reduced its Costamare (CMRE) stake by 9.9% in Q2 2026, selling an estimated $148 and leaving 82 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

True Wealth Design first reported a position in CMRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54K in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • True Wealth Design held 82 shares of Costamare worth $1.15K as of Q2 2026.
  • True Wealth Design sold 9 Costamare shares in Q2 2026, an estimated $148.
  • Costamare made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1929 holding.
  • True Wealth Design first reported a position in Costamare in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Costamare position peaked at $1.54K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.