Covestor’s Columbia Sportswear COLM Stock Holding History

Covestor’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$88K	Sell	1,609 -1,114	-41%	-$64.1K	0.06%	350
2025 Q4	$150K	Sell	2,723 -286	-10%	-$15.3K	0.08%	342
2025 Q3	$157K	Buy	3,009 +1,158	+63%	+$65.1K	0.09%	318
2025 Q2	$113K	Buy	1,851 +133	+8%	+$8.56K	0.07%	476
2025 Q1	$130K	Sell	1,718 -383	-18%	-$32K	0.09%	333
2024 Q4	$177K	Buy	2,101 +241	+13%	+$20.2K	0.11%	226
2024 Q3	$155K	Sell	1,860 -181	-9%	-$14.5K	0.1%	284
2024 Q2	$161K	Buy	2,041 +1,519	+291%	+$123K	0.1%	240
2024 Q1	$42K	Sell	522 -1,158	-69%	-$92K	0.03%	947
2023 Q4	$134K	Buy	1,680 +114	+7%	+$8.69K	0.09%	315
2023 Q3	$116K	Buy	1,566 +505	+48%	+$37.6K	0.09%	335
2023 Q2	$82K	Buy	1,061 +76	+8%	+$6.12K	0.06%	551
2023 Q1	$89K	Sell	985 -224	-19%	-$20.1K	0.08%	438
2022 Q4	$106K	Sell	1,209 -54	-4%	-$4.35K	0.09%	353
2022 Q3	$85K	Sell	1,263 -271	-18%	-$19.9K	0.07%	440
2022 Q2	$110K	Buy	1,534 +661	+76%	+$52.8K	0.09%	362
2022 Q1	$79K	Buy	873 +733	+524%	+$67.8K	0.05%	644
2021 Q4	$14K	Buy	+140	New	+$13.9K	0.02%	932

Other funds holding COLM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return