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Physician Wealth Advisors’s Columbus McKinnon CMCO Stock Holding History

Physician Wealth 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 		$3.16K Hold
209
– – ﹤0.01% 1306
2026
Q1 		$3.04K Sell
209
-70
-25% -$1.3K ﹤0.01% 1177
2025
Q4 		$4.81K Buy
279
+35
+14% +$561 ﹤0.01% 979
2025
Q3 		$3.5K Buy
244
+35
+17% +$527 ﹤0.01% 1028
2025
Q2 		$3.19K Buy
+209
New +$3.19K ﹤0.01% 905

Other funds holding CMCO

BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's CMCO Position: Q2 2026 in Review

Physician Wealth Advisors held its Columbus McKinnon (CMCO) position steady in Q2 2026 at 209 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Physician Wealth Advisors first reported a position in CMCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.81K in Q4 2025. 35 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Physician Wealth Advisors held 209 shares of Columbus McKinnon worth $3.16K as of Q2 2026.
  • Physician Wealth Advisors left its Columbus McKinnon share count unchanged in Q2 2026.
  • Columbus McKinnon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1306 holding.
  • Physician Wealth Advisors first reported a position in Columbus McKinnon in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Columbus McKinnon position peaked at $4.81K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.