UBS Group
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UBS Group’s Columbus McKinnon CMCO Stock Holding History

UBS Group’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
Q1 		$3.93M Buy
270,157
+157,858
+141% +$2.94M ﹤0.01% 4318
2025
Q4 		$1.94M Buy
112,299
+54,502
+94% +$874K ﹤0.01% 5009
2025
Q3 		$829K Sell
57,797
-36,236
-39% -$545K ﹤0.01% 5719
2025
Q2 		$1.44M Buy
94,033
+48,517
+107% +$741K ﹤0.01% 5128
2025
Q1 		$771K Sell
45,516
-179,203
-80% -$4.66M ﹤0.01% 5502
2024
Q4 		$8.37M Buy
224,719
+200,102
+813% +$7.26M ﹤0.01% 3256
2024
Q3 		$886K Buy
24,617
+321
+1% +$10.9K ﹤0.01% 4761
2024
Q2 		$839K Sell
24,296
-20,885
-46% -$847K ﹤0.01% 4574
2024
Q1 		$2.02M Sell
45,181
-11,507
-20% -$465K ﹤0.01% 3957
2023
Q4 		$2.21M Buy
56,688
+15,930
+39% +$559K ﹤0.01% 3709
2023
Q3 		$1.42M Buy
40,758
+12,205
+43% +$465K ﹤0.01% 3778
2023
Q2 		$1.16M Buy
28,553
+8,415
+42% +$311K ﹤0.01% 4101
2023
Q1 		$748K Buy
20,138
+7,941
+65% +$288K ﹤0.01% 4360
2022
Q4 		$396K Buy
12,197
+9,864
+423% +$291K ﹤0.01% 4903
2022
Q3 		$61K Buy
2,333
+15
+0.6% +$457 ﹤0.01% 6152
2022
Q2 		$66K Sell
2,318
-7,439
-76% -$256K ﹤0.01% 5715
2022
Q1 		$414K Sell
9,757
-5,751
-37% -$260K ﹤0.01% 4821
2021
Q4 		$718K Buy
15,508
+10,271
+196% +$496K ﹤0.01% 4682
2021
Q3 		$254K Buy
5,237
+1,524
+41% +$69K ﹤0.01% 5155
2021
Q2 		$179K Sell
3,713
-11,094
-75% -$568K ﹤0.01% 5438
2021
Q1 		$781K Buy
14,807
+5,108
+53% +$244K ﹤0.01% 4493
2020
Q4 		$373K Buy
9,699
+2,182
+29% +$82.1K ﹤0.01% 4829
2020
Q3 		$249K Sell
7,517
-8,021
-52% -$278K ﹤0.01% 4661
2020
Q2 		$519K Sell
15,538
-7,419
-32% -$205K ﹤0.01% 4104
2020
Q1 		$574K Sell
22,957
-16,074
-41% -$534K ﹤0.01% 3829
2019
Q4 		$1.56M Sell
39,031
-3,713
-9% -$144K ﹤0.01% 3796
2019
Q3 		$1.56M Buy
42,744
+12,125
+40% +$450K ﹤0.01% 3549
2019
Q2 		$1.28M Buy
30,619
+4,250
+16% +$162K ﹤0.01% 3542
2019
Q1 		$906K Sell
26,369
-31,134
-54% -$1.08M ﹤0.01% 3665
2018
Q4 		$1.73M Sell
57,503
-39,459
-41% -$1.34M ﹤0.01% 3168
2018
Q3 		$3.83M Buy
96,962
+36,604
+61% +$1.53M ﹤0.01% 2599
2018
Q2 		$2.62M Buy
60,358
+26,948
+81% +$1.04M ﹤0.01% 2915
2018
Q1 		$1.2M Sell
33,410
-2,421
-7% -$92.9K ﹤0.01% 3571
2017
Q4 		$1.43M Buy
35,831
+621
+2% +$23.8K ﹤0.01% 3476
2017
Q3 		$1.33M Buy
35,210
+1,806
+5% +$55.1K ﹤0.01% 3468
2017
Q2 		$849K Sell
33,404
-270
-0.8% -$6.99K ﹤0.01% 3756
2017
Q1 		$836K Sell
33,674
-3,724
-10% -$98K ﹤0.01% 3679
2016
Q4 		$1.01M Buy
37,398
+2,503
+7% +$56.3K ﹤0.01% 3527
2016
Q3 		$623K Sell
34,895
-881
-2% -$14.7K ﹤0.01% 3763
2016
Q2 		$505K Buy
35,776
+1,502
+4% +$23.2K ﹤0.01% 3880
2016
Q1 		$540K Sell
34,274
-388
-1% -$5.74K ﹤0.01% 3717
2015
Q4 		$654K Buy
34,662
+7,682
+28% +$148K ﹤0.01% 3739
2015
Q3 		$490K Buy
26,980
+274
+1% +$5.74K ﹤0.01% 3912
2015
Q2 		$668K Sell
26,706
-4
-0% -$99 ﹤0.01% 3881
2015
Q1 		$719K Sell
26,710
-347
-1% -$8.96K ﹤0.01% 3854
2014
Q4 		$759K Buy
+27,057
New +$704K ﹤0.01% 3802

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

UBS Group's CMCO Position: Q1 2026 in Review

UBS Group increased its Columbus McKinnon (CMCO) stake by 141% in Q1 2026, buying an estimated $2.94M and bringing the position to 270,157 shares worth $3.93M. The position accounts for ﹤0.01% of the portfolio, ranked #4318.

UBS Group first reported a position in CMCO in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.37M in Q4 2024. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • UBS Group held 270,157 shares of Columbus McKinnon worth $3.93M as of Q1 2026.
  • UBS Group bought 157,858 Columbus McKinnon shares in Q1 2026, an estimated $2.94M.
  • Columbus McKinnon made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4318 holding.
  • UBS Group first reported a position in Columbus McKinnon in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Columbus McKinnon position peaked at $8.37M in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.