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Rialto Wealth Management’s Columbus McKinnon CMCO Stock Holding History

Rialto Wealth Management’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
-27
Closed -$458 – 1715
2025
Q1 		$458 Buy
+27
New +$701 ﹤0.01% 932

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 $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

Rialto Wealth Management's CMCO Position: Q2 2025 in Review

Rialto Wealth Management sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 27 shares — an estimated $458 sold.

Rialto Wealth Management first reported a position in CMCO in Q1 2025 and held it in 1 quarter. The position peaked at $458 in Q1 2025. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

  • Rialto Wealth Management reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 27 Columbus McKinnon shares in Q2 2025, an estimated $458.
  • Rialto Wealth Management first reported a position in Columbus McKinnon in Q1 2025 and held it in 1 quarter.
  • Rialto Wealth Management's Columbus McKinnon position peaked at $458 in Q1 2025.
  • 196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on Rialto Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.