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Stephens Consulting’s Columbus McKinnon CMCO Stock Holding History

Stephens Consulting’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
-20
Closed -$339 – 1353
2025
Q1 		$339 Buy
+20
New +$520 ﹤0.01% 1393
2024
Q3 		– Sell
-48
Closed -$1.66K – 546
2024
Q2 		$1.66K Buy
+48
New +$1.95K ﹤0.01% 534

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

Stephens Consulting's CMCO Position: Q2 2025 in Review

Stephens Consulting sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 20 shares — an estimated $339 sold.

Stephens Consulting first reported a position in CMCO in Q2 2024 and held it in 2 quarters. The position peaked at $1.66K in Q2 2024. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

  • Stephens Consulting reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Columbus McKinnon shares in Q2 2025, an estimated $339.
  • Stephens Consulting first reported a position in Columbus McKinnon in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Columbus McKinnon position peaked at $1.66K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.