CAPTRUST Financial Advisors’s Columbus McKinnon CMCO Stock Holding History

CAPTRUST Financial Advisors’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	$164K	Buy	11,293 +903	+9%	+$16.8K	﹤0.01%	2730
2025 Q4	$179K	Buy	+10,390	New	+$167K	﹤0.01%	2541
2022 Q3	–	Sell	-1,177	Closed	-$33K	–	2428
2022 Q2	$33K	Sell	1,177 -733	-38%	-$25.2K	﹤0.01%	3046
2022 Q1	$81K	Sell	1,910 -275	-13%	-$12.4K	﹤0.01%	2425
2021 Q4	$101K	Buy	2,185 +398	+22%	+$19.2K	﹤0.01%	2157
2021 Q3	$86K	Buy	1,787 +28	+2%	+$1.27K	﹤0.01%	2192
2021 Q2	$85K	Sell	1,759 -3,093	-64%	-$158K	﹤0.01%	2143
2021 Q1	$256K	Sell	4,852 -358	-7%	-$17.1K	﹤0.01%	1314
2020 Q4	$200K	Buy	5,210 +310	+6%	+$11.7K	﹤0.01%	1183
2020 Q3	$164K	Hold	4,900	–	–	﹤0.01%	1122
2020 Q2	$160K	Sell	4,900 -947	-16%	-$26.1K	﹤0.01%	1136
2020 Q1	$125K	Hold	5,847	–	–	﹤0.01%	1034
2019 Q4	$230K	Buy	+5,847	New	+$226K	﹤0.01%	935

Other funds holding CMCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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 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 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 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

CAPTRUST Financial Advisors's CMCO Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Columbus McKinnon (CMCO) stake by 8.7% in Q1 2026, buying an estimated $16.8K and bringing the position to 11,293 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

CAPTRUST Financial Advisors first reported a position in CMCO in Q4 2019 and has held it in 13 quarters since. The position peaked at $256K in Q1 2021. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

CAPTRUST Financial Advisors held 11,293 shares of Columbus McKinnon worth $164K as of Q1 2026.
CAPTRUST Financial Advisors bought 903 Columbus McKinnon shares in Q1 2026, an estimated $16.8K.
Columbus McKinnon made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2730 holding.
CAPTRUST Financial Advisors first reported a position in Columbus McKinnon in Q4 2019 and has held it in 13 quarters since.
CAPTRUST Financial Advisors's Columbus McKinnon position peaked at $256K in Q1 2021.
199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.