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True Wealth Design’s Columbus McKinnon CMCO Stock Holding History

True Wealth Design’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 		$11.3K Sell
746
-188
-20% -$2.8K ﹤0.01% 1025
2026
Q1 		$13.6K Sell
934
-75
-7% -$1.4K ﹤0.01% 866
2025
Q4 		$17.4K Buy
1,009
+35
+4% +$561 0.01% 656
2025
Q3 		$14K Buy
974
+92
+10% +$1.38K ﹤0.01% 724
2025
Q2 		$13.5K Buy
882
+812
+1,160% +$12.4K ﹤0.01% 479
2025
Q1 		$1.19K Buy
+70
New +$1.82K ﹤0.01% 1205

Other funds holding CMCO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design's CMCO Position: Q2 2026 in Review

True Wealth Design reduced its Columbus McKinnon (CMCO) stake by 20% in Q2 2026, selling an estimated $2.8K and leaving 746 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

True Wealth Design first reported a position in CMCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.4K in Q4 2025. 7 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • True Wealth Design held 746 shares of Columbus McKinnon worth $11.3K as of Q2 2026.
  • True Wealth Design sold 188 Columbus McKinnon shares in Q2 2026, an estimated $2.8K.
  • Columbus McKinnon made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1025 holding.
  • True Wealth Design first reported a position in Columbus McKinnon in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Columbus McKinnon position peaked at $17.4K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.