Action Point Financial Planning’s Columbus McKinnon CMCO Stock Holding History

Action Point Financial Planning’s Portfolio CMCO Stock Details CMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2K	Buy	+79	New	+$1.18K	﹤0.01%	2428

Other funds holding CMCO

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Action Point Financial Planning's CMCO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Columbus McKinnon (CMCO) in Q2 2026: 79 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #2428 among its holdings.

175 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

Action Point Financial Planning held 79 shares of Columbus McKinnon worth $1.2K as of Q2 2026.
Columbus McKinnon was a new Action Point Financial Planning position in Q2 2026.
Columbus McKinnon made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2428 holding.
175 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.