DiNuzzo Private Wealth’s Columbia Sportswear COLM Stock Holding History

DiNuzzo Private Wealth’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 Q2	$557	Buy	9 +3	+50%	+$186	﹤0.01%	1070
2026 Q1	$329	Buy	6 +2	+50%	+$115	﹤0.01%	1178
2025 Q4	$221	Hold	4	–	–	﹤0.01%	1251
2025 Q3	$223	Sell	4 -8	-67%	-$450	﹤0.01%	1252
2025 Q2	$733	Buy	12 +2	+20%	+$129	﹤0.01%	957
2025 Q1	$757	Hold	10	–	–	﹤0.01%	916
2024 Q4	$840	Hold	10	–	–	﹤0.01%	904
2024 Q3	$832	Buy	10 +1	+11%	+$80	﹤0.01%	927
2024 Q2	$712	Buy	9 +1	+13%	+$81	﹤0.01%	924
2024 Q1	$650	Hold	8	–	–	﹤0.01%	892
2023 Q4	$637	Buy	+8	New	+$609	﹤0.01%	891

Other funds holding COLM

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return