Cerity Partners
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Cerity Partners’s Columbus McKinnon CMCO Stock Holding History

Cerity Partners’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 		$239K Sell
15,805
-24,072
-60% -$359K ﹤0.01% 2950
2026
Q1 		$579K Sell
39,877
-3,502
-8% -$65.3K ﹤0.01% 2192
2025
Q4 		$748K Buy
43,379
+13,092
+43% +$210K ﹤0.01% 1856
2025
Q3 		$434K Buy
30,287
+10,317
+52% +$155K ﹤0.01% 2062
2025
Q2 		$305K Buy
+19,970
New +$305K ﹤0.01% 2147
2025
Q1 		– Sell
-42,640
Closed -$1.54M – 2502
2024
Q4 		$1.54M Sell
42,640
-3,396
-7% -$123K ﹤0.01% 1223
2024
Q3 		$1.66M Buy
46,036
+6,153
+15% +$209K ﹤0.01% 1176
2024
Q2 		$1.38M Sell
39,883
-2,629
-6% -$107K ﹤0.01% 1087
2024
Q1 		$1.9M Buy
+42,512
New +$1.72M 0.01% 992

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
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
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
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Cerity Partners's CMCO Position: Q2 2026 in Review

Cerity Partners reduced its Columbus McKinnon (CMCO) stake by 60% in Q2 2026, selling an estimated $359K and leaving 15,805 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Cerity Partners first reported a position in CMCO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.9M in Q1 2024. 162 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Cerity Partners held 15,805 shares of Columbus McKinnon worth $239K as of Q2 2026.
  • Cerity Partners sold 24,072 Columbus McKinnon shares in Q2 2026, an estimated $359K.
  • Columbus McKinnon made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2950 holding.
  • Cerity Partners first reported a position in Columbus McKinnon in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's Columbus McKinnon position peaked at $1.9M in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.