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Provenance Wealth Advisors’s Columbus McKinnon CMCO Stock Holding History

Provenance 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
2025
Q2 		– Sell
-22
Closed -$372 – 447
2025
Q1 		$372 Hold
22
– – ﹤0.01% 522
2024
Q4 		$819 Hold
22
– – ﹤0.01% 512
2024
Q3 		$792 Hold
22
– – ﹤0.01% 550
2024
Q2 		$760 Hold
22
– – ﹤0.01% 473
2024
Q1 		$982 Hold
22
– – ﹤0.01% 484
2023
Q4 		$858 Hold
22
– – ﹤0.01% 541
2023
Q3 		$768 Buy
+22
New +$839 ﹤0.01% 435

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

Provenance Wealth Advisors's CMCO Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 22 shares — an estimated $372 sold.

Provenance Wealth Advisors first reported a position in CMCO in Q3 2023 and held it in 7 quarters. The position peaked at $982 in Q1 2024. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 22 Columbus McKinnon shares in Q2 2025, an estimated $372.
  • Provenance Wealth Advisors first reported a position in Columbus McKinnon in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Columbus McKinnon position peaked at $982 in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.