Pathstone Holdings
CMCO icon

Pathstone Holdings’s Columbus McKinnon CMCO Stock Holding History

Pathstone Holdings’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
Q2 		– Sell
-15,177
Closed -$257K – 2206
2025
Q1 		$257K Sell
15,177
-6,719
-31% -$175K ﹤0.01% 1978
2024
Q4 		$815K Sell
21,896
-347
-2% -$12.6K ﹤0.01% 1470
2024
Q3 		$801K Sell
22,243
-8,708
-28% -$295K ﹤0.01% 1486
2024
Q2 		$1.07M Sell
30,951
-1,390
-4% -$56.4K ﹤0.01% 1296
2024
Q1 		$1.44M Buy
32,341
+23,063
+249% +$933K 0.01% 1060
2023
Q4 		$362K Buy
+9,278
New +$326K ﹤0.01% 1698

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Pathstone Holdings's CMCO Position: Q2 2025 in Review

Pathstone Holdings sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 15,177 shares — an estimated $257K sold.

Pathstone Holdings first reported a position in CMCO in Q4 2023 and held it in 6 quarters. The position peaked at $1.44M in Q1 2024. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

  • Pathstone Holdings reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
  • Pathstone Holdings sold 15,177 Columbus McKinnon shares in Q2 2025, an estimated $257K.
  • Pathstone Holdings first reported a position in Columbus McKinnon in Q4 2023 and held it in 6 quarters.
  • Pathstone Holdings's Columbus McKinnon position peaked at $1.44M in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on Pathstone Holdings's 13F filing for Q2 2025, filed 12 Aug 2025.