CA
CMCO icon

Clearstead Advisors’s Columbus McKinnon CMCO Stock Holding History

Clearstead 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
Q2 		$3.35K Sell
221
-18
-8% -$268 ﹤0.01% 2300
2026
Q1 		$3.47K Sell
239
-23
-9% -$429 ﹤0.01% 1789
2025
Q4 		$4.52K Sell
262
-131
-33% -$2.1K ﹤0.01% 2036
2025
Q3 		$5.64K Sell
393
-179
-31% -$2.69K ﹤0.01% 2111
2025
Q2 		$8.73K Buy
+572
New +$8.74K ﹤0.01% 1927

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

Clearstead Advisors's CMCO Position: Q2 2026 in Review

Clearstead Advisors reduced its Columbus McKinnon (CMCO) stake by 7.5% in Q2 2026, selling an estimated $268 and leaving 221 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

Clearstead Advisors first reported a position in CMCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.73K in Q2 2025. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Clearstead Advisors held 221 shares of Columbus McKinnon worth $3.35K as of Q2 2026.
  • Clearstead Advisors sold 18 Columbus McKinnon shares in Q2 2026, an estimated $268.
  • Columbus McKinnon made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2300 holding.
  • Clearstead Advisors first reported a position in Columbus McKinnon in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Columbus McKinnon position peaked at $8.73K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.