AF
CMCO icon

Allworth Financial’s Columbus McKinnon CMCO Stock Holding History

Allworth Financial’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
Q1 		$18.3K Buy
1,257
+112
+10% +$2.09K ﹤0.01% 3059
2025
Q4 		$19.8K Buy
1,145
+647
+130% +$10.4K ﹤0.01% 2840
2025
Q3 		$7.14K Buy
498
+155
+45% +$2.33K ﹤0.01% 3342
2025
Q2 		$5.24K Buy
343
+36
+12% +$550 ﹤0.01% 3235
2025
Q1 		$4.54K Buy
307
+197
+179% +$5.12K ﹤0.01% 2816
2024
Q4 		$4.09K Buy
110
+94
+588% +$3.41K ﹤0.01% 2846
2024
Q3 		$576 Hold
16
– – ﹤0.01% 3383
2024
Q2 		$588 Hold
16
– – ﹤0.01% 3327
2024
Q1 		$715 Hold
16
– – ﹤0.01% 3181
2023
Q4 		$625 Hold
16
– – ﹤0.01% 3078
2023
Q3 		$559 Sell
16
-47
-75% -$1.79K ﹤0.01% 3016
2023
Q2 		$2.56K Hold
63
– – ﹤0.01% 2379
2023
Q1 		$2.34K Buy
63
+47
+294% +$1.7K ﹤0.01% 2345
2022
Q4 		$520 Buy
+16
New +$473 ﹤0.01% 2621

Other funds holding CMCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return