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Principal Securities’s Columbus McKinnon CMCO Stock Holding History

Principal Securities’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
-209
Closed -$7.78K – 3724
2025
Q1 		$7.78K Hold
209
– – ﹤0.01% 2620
2024
Q4 		$7.78K Buy
209
+9
+5% +$327 ﹤0.01% 2616
2024
Q3 		$7.2K Sell
200
-8
-4% -$271 ﹤0.01% 2555
2024
Q2 		$7.18K Sell
208
-2
-1% -$81 ﹤0.01% 2525
2024
Q1 		$9.37K Buy
210
+6
+3% +$243 ﹤0.01% 2364
2023
Q4 		$7.96K Buy
+204
New +$7.16K ﹤0.01% 2357

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Principal Securities's CMCO Position: Q2 2025 in Review

Principal Securities sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 209 shares — an estimated $7.78K sold.

Principal Securities first reported a position in CMCO in Q4 2023 and held it in 6 quarters. The position peaked at $9.37K in Q1 2024. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

  • Principal Securities reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 209 Columbus McKinnon shares in Q2 2025, an estimated $7.78K.
  • Principal Securities first reported a position in Columbus McKinnon in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Columbus McKinnon position peaked at $9.37K in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.