Envestnet Asset Management
CMCO icon

Envestnet Asset Management’s Columbus McKinnon CMCO Stock Holding History

Envestnet Asset Management’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
-28,229
Closed -$478K – 4449
2025
Q1 		$478K Sell
28,229
-128,305
-82% -$3.33M ﹤0.01% 3649
2024
Q4 		$5.83M Sell
156,534
-7,287
-4% -$264K ﹤0.01% 2006
2024
Q3 		$5.9M Buy
163,821
+1,885
+1% +$63.9K ﹤0.01% 1997
2024
Q2 		$5.59M Buy
161,936
+3,241
+2% +$131K ﹤0.01% 1949
2024
Q1 		$7.08M Buy
158,695
+14,464
+10% +$585K ﹤0.01% 1745
2023
Q4 		$5.63M Sell
144,231
-232
-0.2% -$8.15K ﹤0.01% 1814
2023
Q3 		$5.04M Buy
144,463
+45,075
+45% +$1.72M ﹤0.01% 1792
2023
Q2 		$4.04M Buy
99,388
+526
+0.5% +$19.4K ﹤0.01% 1833
2023
Q1 		$3.67M Buy
98,862
+8,598
+10% +$312K ﹤0.01% 1817
2022
Q4 		$2.93M Sell
90,264
-3,550
-4% -$105K ﹤0.01% 1920
2022
Q3 		$2.45M Buy
93,814
+6,921
+8% +$211K ﹤0.01% 1960
2022
Q2 		$2.46M Sell
86,893
-3,172
-4% -$109K ﹤0.01% 1980
2022
Q1 		$3.82M Buy
90,065
+28,069
+45% +$1.27M ﹤0.01% 1768
2021
Q4 		$2.87M Buy
61,996
+50,520
+440% +$2.44M ﹤0.01% 1932
2021
Q3 		$555K Buy
+11,476
New +$519K ﹤0.01% 2908
2020
Q1 		– Sell
-6,752
Closed -$270K – 2993
2019
Q4 		$270K Sell
6,752
-4,399
-39% -$170K ﹤0.01% 2783
2019
Q3 		$406K Buy
11,151
+78
+0.7% +$2.9K ﹤0.01% 2486
2019
Q2 		$465K Buy
11,073
+143
+1% +$5.44K ﹤0.01% 2437
2019
Q1 		$375K Buy
+10,930
New +$380K ﹤0.01% 2495
2018
Q3 		– Sell
-6,554
Closed -$284K – 1486
2018
Q2 		$284K Sell
6,554
-268
-4% -$10.4K ﹤0.01% 1530
2018
Q1 		$245K Buy
6,822
+885
+15% +$33.9K ﹤0.01% 1490
2017
Q4 		$237K Sell
5,937
-119
-2% -$4.56K ﹤0.01% 1760
2017
Q3 		$229K Sell
6,056
-23
-0.4% -$702 ﹤0.01% 1774
2017
Q2 		$155K Sell
6,079
-15
-0.2% -$388 ﹤0.01% 1966
2017
Q1 		$151K Buy
6,094
+91
+2% +$2.39K ﹤0.01% 2033
2016
Q4 		$162K Buy
6,003
+550
+10% +$12.4K ﹤0.01% 1977
2016
Q3 		$97K Buy
5,453
+1,905
+54% +$31.9K ﹤0.01% 2331
2016
Q2 		$50K Sell
3,548
-294
-8% -$4.54K ﹤0.01% 2721
2016
Q1 		$61K Buy
3,842
+650
+20% +$9.61K ﹤0.01% 2632
2015
Q4 		$60K Sell
3,192
-683
-18% -$13.2K ﹤0.01% 2595
2015
Q3 		$70K Buy
+3,875
New +$81.1K ﹤0.01% 2497
2015
Q1 		– Sell
-1,017
Closed -$29K – 2087
2014
Q4 		$29K Hold
1,017
– – ﹤0.01% 1621
2014
Q3 		$22K Buy
1,017
+553
+119% +$13.9K ﹤0.01% 1834
2014
Q2 		$13K Buy
464
+371
+399% +$10.2K ﹤0.01% 1913
2014
Q1 		$2K Buy
+93
New +$2.41K ﹤0.01% 2282

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Envestnet Asset Management's CMCO Position: Q2 2025 in Review

Envestnet Asset Management sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 28,229 shares — an estimated $478K sold.

Envestnet Asset Management first reported a position in CMCO in Q1 2014 and held it in 35 quarters. The position peaked at $7.08M in Q1 2024. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

  • Envestnet Asset Management reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 28,229 Columbus McKinnon shares in Q2 2025, an estimated $478K.
  • Envestnet Asset Management first reported a position in Columbus McKinnon in Q1 2014 and held it in 35 quarters.
  • Envestnet Asset Management's Columbus McKinnon position peaked at $7.08M in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.