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Essential Partners’s Columbia Sportswear COLM Stock Holding History

Essential Partners’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
Q3 		$44.4K Sell
773
-364
-32% -$21.6K 0.02% 649
2026
Q2 		$70.3K Sell
1,137
-156
-12% -$9.7K 0.03% 522
2026
Q1 		$70.9K Buy
1,293
+515
+66% +$29.6K 0.02% 504
2025
Q4 		$42.9K Sell
778
-328
-30% -$17.5K 0.01% 652
2025
Q3 		$57.8K Buy
+1,106
New +$62.2K 0.02% 565

Other funds holding COLM

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's COLM Position: Q3 2026 in Review

Essential Partners reduced its Columbia Sportswear (COLM) stake by 32% in Q3 2026, selling an estimated $21.6K and leaving 773 shares worth $44.4K. The position accounts for 0.02% of the portfolio, ranked #649.

Essential Partners first reported a position in COLM in Q3 2025 and has held it in 5 quarters since. The position peaked at $70.9K in Q1 2026. 27 funds tracked by Wall St. Rank hold COLM as of Q3 2026.

  • Essential Partners held 773 shares of Columbia Sportswear worth $44.4K as of Q3 2026.
  • Essential Partners sold 364 Columbia Sportswear shares in Q3 2026, an estimated $21.6K.
  • Columbia Sportswear made up 0.02% of Essential Partners's portfolio in Q3 2026, its #649 holding.
  • Essential Partners first reported a position in Columbia Sportswear in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Columbia Sportswear position peaked at $70.9K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2026.

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