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Private Wealth Management Group’s Columbus McKinnon CMCO Stock Holding History

Private Wealth Management Group’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
Q3 		– Sell
-485
Closed -$7.41K – 1492
2025
Q2 		$7.41K Buy
485
+20
+4% +$306 ﹤0.01% 596
2025
Q1 		$7.87K Buy
+465
New +$12.1K ﹤0.01% 556
2024
Q3 		– Sell
-42
Closed -$1.45K – 1509
2024
Q2 		$1.45K Hold
42
– – ﹤0.01% 1165
2024
Q1 		$1.88K Hold
42
– – ﹤0.01% 1002
2023
Q4 		$1.64K Buy
+42
New +$1.48K ﹤0.01% 1064

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's CMCO Position: Q3 2025 in Review

Private Wealth Management Group sold out of Columbus McKinnon (CMCO) in Q3 2025, closing a stake of 485 shares — an estimated $7.41K sold.

Private Wealth Management Group first reported a position in CMCO in Q4 2023 and held it in 5 quarters. The position peaked at $7.87K in Q1 2025. 193 funds tracked by Wall St. Rank hold CMCO as of Q3 2025.

  • Private Wealth Management Group reported no remaining Columbus McKinnon position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 485 Columbus McKinnon shares in Q3 2025, an estimated $7.41K.
  • Private Wealth Management Group first reported a position in Columbus McKinnon in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Columbus McKinnon position peaked at $7.87K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.