Mount Yale Investment Advisors’s Columbia Sportswear COLM Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-509	Closed	-$31.1K	–	853
2025 Q2	$31.1K	Buy	+509	New	+$32.7K	﹤0.01%	946
2018 Q3	–	Sell	-1,220	Closed	-$112K	–	948
2018 Q2	$112K	Sell	1,220 -207	-15%	-$17.7K	0.02%	421
2018 Q1	$109K	Buy	+1,427	New	+$107K	0.02%	427

Other funds holding COLM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

Mount Yale Investment Advisors's COLM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Columbia Sportswear (COLM) in Q3 2025, closing a stake of 509 shares — an estimated $31.1K sold.

Mount Yale Investment Advisors first reported a position in COLM in Q1 2018 and held it in 3 quarters. The position peaked at $112K in Q2 2018. 292 funds tracked by Wall St. Rank hold COLM as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Columbia Sportswear position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 509 Columbia Sportswear shares in Q3 2025, an estimated $31.1K.
Mount Yale Investment Advisors first reported a position in Columbia Sportswear in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's Columbia Sportswear position peaked at $112K in Q2 2018.
292 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.