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Root Financial Partners’s Columbus McKinnon CMCO Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-45
Closed -$654 – 955
2026
Q1 		$654 Buy
+45
New +$839 ﹤0.01% 2770

Other funds holding CMCO

BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Root Financial Partners's CMCO Position: Q2 2026 in Review

Root Financial Partners sold out of Columbus McKinnon (CMCO) in Q2 2026, closing a stake of 45 shares — an estimated $654 sold.

Root Financial Partners first reported a position in CMCO in Q1 2026 and held it in 1 quarter. The position peaked at $654 in Q1 2026. 28 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Root Financial Partners reported no remaining Columbus McKinnon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 45 Columbus McKinnon shares in Q2 2026, an estimated $654.
  • Root Financial Partners first reported a position in Columbus McKinnon in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Columbus McKinnon position peaked at $654 in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.