RA
CMCO icon

Rise Advisors’s Columbus McKinnon CMCO Stock Holding History

Rise 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
Q4 		– Sell
-2
Closed -$33 – 359
2025
Q3 		$33 Hold
2
– – ﹤0.01% 1505
2025
Q2 		$35 Sell
2
-55
-96% -$840 ﹤0.01% 1518
2025
Q1 		$970 Sell
57
-310
-84% -$8.05K ﹤0.01% 1267
2024
Q4 		$13.7K Buy
367
+1
+0.3% +$36 0.01% 874
2024
Q3 		$13.2K Hold
366
– – 0.01% 932
2024
Q2 		$12.6K Buy
366
+1
+0.3% +$41 0.01% 911
2024
Q1 		$16.3K Buy
+365
New +$14.8K 0.01% 804

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's CMCO Position: Q4 2025 in Review

Rise Advisors sold out of Columbus McKinnon (CMCO) in Q4 2025, closing a stake of 2 shares — an estimated $33 sold.

Rise Advisors first reported a position in CMCO in Q1 2024 and held it in 7 quarters. The position peaked at $16.3K in Q1 2024. 194 funds tracked by Wall St. Rank hold CMCO as of Q4 2025.

  • Rise Advisors reported no remaining Columbus McKinnon position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2 Columbus McKinnon shares in Q4 2025, an estimated $33.
  • Rise Advisors first reported a position in Columbus McKinnon in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Columbus McKinnon position peaked at $16.3K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.