Continuum Advisory’s Columbus McKinnon CMCO Stock Holding History

Continuum Advisory’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
2025 Q2	–	Sell	-99	Closed	-$1.68K	–	617
2025 Q1	$1.68K	Buy	+99	New	+$2.57K	﹤0.01%	1402

Other funds holding CMCO

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Continuum Advisory's CMCO Position: Q2 2025 in Review

Continuum Advisory sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 99 shares — an estimated $1.68K sold.

Continuum Advisory first reported a position in CMCO in Q1 2025 and held it in 1 quarter. The position peaked at $1.68K in Q1 2025. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

Continuum Advisory reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 99 Columbus McKinnon shares in Q2 2025, an estimated $1.68K.
Continuum Advisory first reported a position in Columbus McKinnon in Q1 2025 and held it in 1 quarter.
Continuum Advisory's Columbus McKinnon position peaked at $1.68K in Q1 2025.
196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.