NewEdge Advisors’s Columbus McKinnon CMCO Stock Holding History

NewEdge 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	$439	Hold	29	–	–	﹤0.01%	4078
2026 Q1	$421	Hold	29	–	–	﹤0.01%	4006
2025 Q4	$500	Hold	29	–	–	﹤0.01%	4059
2025 Q3	$416	Sell	29 -120	-81%	-$1.8K	﹤0.01%	3966
2025 Q2	$2.27K	Buy	149 +1	+0.7%	+$15	﹤0.01%	3593
2025 Q1	$2.51K	Sell	148 -4	-3%	-$104	﹤0.01%	3461
2024 Q4	$5.66K	Hold	152	–	–	﹤0.01%	3203
2024 Q3	$5.46K	Buy	152 +1	+0.7%	+$34	﹤0.01%	3145
2024 Q2	$5.23K	Sell	151 -214	-59%	-$8.68K	﹤0.01%	3084
2024 Q1	$16.3K	Sell	365 -311	-46%	-$12.6K	﹤0.01%	2700
2023 Q4	$26.4K	Buy	+676	New	+$23.7K	﹤0.01%	2469
2023 Q3	–	Sell	-60	Closed	-$2.44K	–	3496
2023 Q2	$2.44K	Buy	+60	New	+$2.22K	﹤0.01%	3034
2023 Q1	–	Sell	-34	Closed	-$1.1K	–	3542
2022 Q4	$1.1K	Buy	+34	New	+$1K	﹤0.01%	3008

Other funds holding CMCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

NewEdge Advisors's CMCO Position: Q2 2026 in Review

NewEdge Advisors held its Columbus McKinnon (CMCO) position steady in Q2 2026 at 29 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #4078.

NewEdge Advisors first reported a position in CMCO in Q4 2022 and has held it in 13 quarters since. The position peaked at $26.4K in Q4 2023. 108 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

NewEdge Advisors held 29 shares of Columbus McKinnon worth $439 as of Q2 2026.
NewEdge Advisors left its Columbus McKinnon share count unchanged in Q2 2026.
Columbus McKinnon made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4078 holding.
NewEdge Advisors first reported a position in Columbus McKinnon in Q4 2022 and has held it in 13 quarters since.
NewEdge Advisors's Columbus McKinnon position peaked at $26.4K in Q4 2023.
108 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.