UBS AM’s Columbus McKinnon CMCO Stock Holding History

UBS AM’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	$3.33K	Hold	220	–	–	﹤0.01%	3463
2026 Q1	$3.2K	Buy	220 +151	+219%	+$2.81K	﹤0.01%	3528
2025 Q4	$1.19K	Buy	+69	New	+$1.11K	﹤0.01%	3169
2025 Q2	–	Sell	-74,696	Closed	-$1.26M	–	2635
2025 Q1	$1.26M	Buy	74,696 +7,302	+11%	+$190K	﹤0.01%	2210
2024 Q4	$2.51M	Buy	67,394 +11,585	+21%	+$421K	﹤0.01%	1936
2024 Q3	$2.01M	Sell	55,809 -5,194	-9%	-$176K	﹤0.01%	2034
2024 Q2	$2.11M	Buy	61,003 +18,487	+43%	+$750K	﹤0.01%	1966
2024 Q1	$1.9M	Buy	42,516 +4,879	+13%	+$197K	﹤0.01%	1712
2023 Q4	$1.47M	Buy	37,637 +4,316	+13%	+$152K	﹤0.01%	1825
2023 Q3	$1.16M	Buy	33,321 +3,775	+13%	+$144K	﹤0.01%	1879
2023 Q2	$1.1M	Hold	29,546	–	–	﹤0.01%	1959
2023 Q1	$1.1M	Buy	29,546 +2,041	+7%	+$74K	﹤0.01%	1959
2022 Q4	$893K	Hold	27,505	–	–	﹤0.01%	1902
2022 Q3	$720K	Hold	27,505	–	–	﹤0.01%	2155
2022 Q2	$780K	Hold	27,505	–	–	﹤0.01%	2091
2022 Q1	$1.17M	Buy	27,505 +6,835	+33%	+$309K	﹤0.01%	2058
2021 Q4	$956K	Buy	20,670 +1,369	+7%	+$66.1K	﹤0.01%	2234
2021 Q3	$933K	Hold	19,301	–	–	﹤0.01%	2204
2021 Q2	$931K	Sell	19,301 -153	-0.8%	-$7.84K	﹤0.01%	2251
2021 Q1	$1.03M	Buy	19,454 +681	+4%	+$32.5K	﹤0.01%	2077
2020 Q4	$722K	Hold	18,773	–	–	﹤0.01%	2143
2020 Q3	$621K	Buy	18,773 +9,726	+108%	+$338K	﹤0.01%	2036
2020 Q2	$303K	Buy	9,047 +555	+7%	+$15.3K	﹤0.01%	2279
2020 Q1	$212K	Sell	8,492 -8,934	-51%	-$297K	﹤0.01%	2254
2019 Q4	$698K	Buy	17,426 +238	+1%	+$9.2K	﹤0.01%	2094
2019 Q3	$626K	Buy	17,188 +9,528	+124%	+$354K	﹤0.01%	2182
2019 Q2	$321K	Hold	7,660	–	–	﹤0.01%	2389
2019 Q1	$263K	Hold	7,660	–	–	﹤0.01%	2365
2018 Q4	$231K	Hold	7,660	–	–	﹤0.01%	2324
2018 Q3	$303K	Hold	7,660	–	–	﹤0.01%	2284
2018 Q2	$332K	Hold	7,660	–	–	﹤0.01%	2261
2018 Q1	$275K	Buy	7,660 +1,696	+28%	+$65.1K	﹤0.01%	2250
2017 Q4	$238K	Hold	5,964	–	–	﹤0.01%	2219
2017 Q3	$226K	Buy	+5,964	New	+$182K	﹤0.01%	2198
2016 Q1	–	Sell	-10,299	Closed	-$195K	–	2633
2015 Q4	$195K	Hold	10,299	–	–	﹤0.01%	2540
2015 Q3	$187K	Hold	10,299	–	–	﹤0.01%	2512
2015 Q2	$257K	Hold	10,299	–	–	﹤0.01%	2454
2015 Q1	$277K	Buy	10,299 +600	+6%	+$15.5K	﹤0.01%	2308
2014 Q4	$272K	Hold	9,699	–	–	﹤0.01%	2292
2014 Q3	$213K	Hold	9,699	–	–	﹤0.01%	2341
2014 Q2	$262K	Hold	9,699	–	–	﹤0.01%	2262
2014 Q1	$260K	Hold	9,699	–	–	﹤0.01%	2273
2013 Q4	$263K	Sell	9,699 -800	-8%	-$20.9K	﹤0.01%	2216
2013 Q3	$252K	Hold	10,499	–	–	﹤0.01%	2194
2013 Q2	$224K	Buy	+10,499	New	+$206K	﹤0.01%	2204

Other funds holding CMCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

UBS AM's CMCO Position: Q2 2026 in Review

UBS AM held its Columbus McKinnon (CMCO) position steady in Q2 2026 at 220 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

UBS AM first reported a position in CMCO in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.51M in Q4 2024. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

UBS AM held 220 shares of Columbus McKinnon worth $3.33K as of Q2 2026.
UBS AM left its Columbus McKinnon share count unchanged in Q2 2026.
Columbus McKinnon made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3463 holding.
UBS AM first reported a position in Columbus McKinnon in Q2 2013 and has held it in 45 quarters since.
UBS AM's Columbus McKinnon position peaked at $2.51M in Q4 2024.
176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.