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 Q3	$10.8K	Sell	678 -68	-9%	-$1.15K	﹤0.01%	1038
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

Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

True Wealth Design's CMCO Position: Q3 2026 in Review

True Wealth Design reduced its Columbus McKinnon (CMCO) stake by 9.1% in Q3 2026, selling an estimated $1.15K and leaving 678 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

True Wealth Design first reported a position in CMCO in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.4K in Q4 2025. 77 funds tracked by Wall St. Rank hold CMCO as of Q3 2026.

True Wealth Design held 678 shares of Columbus McKinnon worth $10.8K as of Q3 2026.
True Wealth Design sold 68 Columbus McKinnon shares in Q3 2026, an estimated $1.15K.
Columbus McKinnon made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1038 holding.
True Wealth Design first reported a position in Columbus McKinnon in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Columbus McKinnon position peaked at $17.4K in Q4 2025.
77 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.