Orion Portfolio Solutions’s Columbus McKinnon CMCO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$374K	Sell	22,118 -41,018	-65%	-$1.07M	﹤0.01%	1533
2024 Q4	$2.35M	Sell	63,136 -2,551	-4%	-$92.6K	0.02%	619
2024 Q3	$2.36M	Sell	65,687 -3,728	-5%	-$126K	0.02%	605
2024 Q2	$2.4M	Buy	69,415 +9,176	+15%	+$372K	0.03%	566
2024 Q1	$2.69M	Buy	60,239 +2,042	+4%	+$82.6K	0.03%	523
2023 Q4	$2.19M	Sell	58,197 -3,960	-6%	-$139K	0.03%	586
2023 Q3	$2.17M	Sell	62,157 -2,439	-4%	-$93K	0.03%	580
2023 Q2	$2.63M	Sell	64,596 -4,618	-7%	-$171K	0.03%	528
2023 Q1	$2.57M	Buy	+69,214	New	+$2.51M	0.03%	493

Other funds holding CMCO

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's CMCO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Columbus McKinnon (CMCO) stake by 65% in Q1 2025, selling an estimated $1.07M and leaving 22,118 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Orion Portfolio Solutions first reported a position in CMCO in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.69M in Q1 2024. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

Orion Portfolio Solutions held 22,118 shares of Columbus McKinnon worth $374K as of Q1 2025.
Orion Portfolio Solutions sold 41,018 Columbus McKinnon shares in Q1 2025, an estimated $1.07M.
Columbus McKinnon made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1533 holding.
Orion Portfolio Solutions first reported a position in Columbus McKinnon in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Columbus McKinnon position peaked at $2.69M in Q1 2024.
208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.