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Essential Partners’s Columbus McKinnon CMCO Stock Holding History

Essential Partners’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
Q3 		$10.6K Sell
664
-185
-22% -$3.12K ﹤0.01% 1172
2026
Q2 		$12.8K Sell
849
-1,510
-64% -$22.5K 0.01% 1096
2026
Q1 		$34.3K Sell
2,359
-1,476
-38% -$27.5K 0.01% 713
2025
Q4 		$66.2K Buy
3,835
+1,120
+41% +$18K 0.02% 543
2025
Q3 		$38.9K Buy
2,715
+2,040
+302% +$30.7K 0.01% 667
2025
Q2 		$10.3K Buy
+675
New +$10.3K ﹤0.01% 833

Other funds holding CMCO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's CMCO Position: Q3 2026 in Review

Essential Partners reduced its Columbus McKinnon (CMCO) stake by 22% in Q3 2026, selling an estimated $3.12K and leaving 664 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Essential Partners first reported a position in CMCO in Q2 2025 and has held it in 6 quarters since. The position peaked at $66.2K in Q4 2025. 10 funds tracked by Wall St. Rank hold CMCO as of Q3 2026.

  • Essential Partners held 664 shares of Columbus McKinnon worth $10.6K as of Q3 2026.
  • Essential Partners sold 185 Columbus McKinnon shares in Q3 2026, an estimated $3.12K.
  • Columbus McKinnon made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1172 holding.
  • Essential Partners first reported a position in Columbus McKinnon in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Columbus McKinnon position peaked at $66.2K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.