EverSource Wealth Advisors’s Columbus McKinnon CMCO Stock Holding History

EverSource Wealth Advisors’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 Q2	$14.1K	Sell	932 -992	-52%	-$14.8K	﹤0.01%	2684
2026 Q1	$28K	Buy	1,924 +183	+11%	+$3.41K	﹤0.01%	2280
2025 Q4	$30K	Buy	1,741 +565	+48%	+$9.06K	﹤0.01%	2104
2025 Q3	$16.9K	Buy	1,176 +432	+58%	+$6.5K	﹤0.01%	2484
2025 Q2	$11.4K	Buy	744 +618	+490%	+$9.44K	﹤0.01%	2730
2025 Q1	$2.13K	Buy	126 +114	+950%	+$2.96K	﹤0.01%	2900
2024 Q4	$447	Buy	+12	New	+$436	﹤0.01%	3233

Other funds holding CMCO

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PCM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

EverSource Wealth Advisors's CMCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Columbus McKinnon (CMCO) stake by 52% in Q2 2026, selling an estimated $14.8K and leaving 932 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

EverSource Wealth Advisors first reported a position in CMCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $30K in Q4 2025. 22 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

EverSource Wealth Advisors held 932 shares of Columbus McKinnon worth $14.1K as of Q2 2026.
EverSource Wealth Advisors sold 992 Columbus McKinnon shares in Q2 2026, an estimated $14.8K.
Columbus McKinnon made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2684 holding.
EverSource Wealth Advisors first reported a position in Columbus McKinnon in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Columbus McKinnon position peaked at $30K in Q4 2025.
22 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.