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IEQ Capital’s Columbus McKinnon CMCO Stock Holding History

IEQ Capital’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 		$895K Sell
59,126
-75,178
-56% -$1.12M ﹤0.01% 1143
2026
Q1 		$1.95M Buy
134,304
+3,350
+3% +$62.5K 0.01% 776
2025
Q4 		$2.26M Buy
130,954
+53,625
+69% +$860K 0.01% 749
2025
Q3 		$1.11M Buy
77,329
+16,968
+28% +$255K ﹤0.01% 971
2025
Q2 		$922K Buy
+60,361
New +$922K 0.01% 886

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

IEQ Capital's CMCO Position: Q2 2026 in Review

IEQ Capital reduced its Columbus McKinnon (CMCO) stake by 56% in Q2 2026, selling an estimated $1.12M and leaving 59,126 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

IEQ Capital first reported a position in CMCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.26M in Q4 2025. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • IEQ Capital held 59,126 shares of Columbus McKinnon worth $895K as of Q2 2026.
  • IEQ Capital sold 75,178 Columbus McKinnon shares in Q2 2026, an estimated $1.12M.
  • Columbus McKinnon made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1143 holding.
  • IEQ Capital first reported a position in Columbus McKinnon in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's Columbus McKinnon position peaked at $2.26M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.