NewSquare Capital’s Columbia Sportswear COLM Stock Holding History

NewSquare Capital’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	-32	Closed	-$1.96K	–	395
2025 Q2	$1.96K	Buy	+32	New	+$2.06K	﹤0.01%	968
2018 Q4	–	Sell	-2,160	Closed	-$201K	–	326
2018 Q3	$201K	Buy	2,160 +400	+23%	+$36.3K	0.04%	121
2018 Q2	$165K	Buy	+1,760	New	+$150K	0.03%	127
2016 Q4	–	Sell	-49	Closed	-$3K	–	345
2016 Q3	$3K	Buy	+49	New	+$2.8K	﹤0.01%	381

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

NewSquare Capital's COLM Position: Q3 2025 in Review

NewSquare Capital sold out of Columbia Sportswear (COLM) in Q3 2025, closing a stake of 32 shares — an estimated $1.96K sold.

NewSquare Capital first reported a position in COLM in Q3 2016 and held it in 4 quarters. The position peaked at $201K in Q3 2018. 292 funds tracked by Wall St. Rank hold COLM as of Q3 2025.

NewSquare Capital reported no remaining Columbia Sportswear position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 32 Columbia Sportswear shares in Q3 2025, an estimated $1.96K.
NewSquare Capital first reported a position in Columbia Sportswear in Q3 2016 and held it in 4 quarters.
NewSquare Capital's Columbia Sportswear position peaked at $201K in Q3 2018.
292 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.