Wealth Enhancement Advisory Services
CMCO icon

Wealth Enhancement Advisory Services’s Columbus McKinnon CMCO Stock Holding History

Wealth Enhancement Advisory Services’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 		$374K Sell
28,211
-7,099
-20% -$106K ﹤0.01% 2981
2026
Q1 		$493K Buy
35,310
+5,619
+19% +$105K ﹤0.01% 2334
2025
Q4 		$576K Buy
29,691
+9,261
+45% +$148K ﹤0.01% 2374
2025
Q3 		$301K Buy
20,430
+1,644
+9% +$24.7K ﹤0.01% 2793
2025
Q2 		$308K Buy
+18,786
New +$287K ﹤0.01% 2619

Other funds holding CMCO

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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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

Wealth Enhancement Advisory Services's CMCO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Columbus McKinnon (CMCO) stake by 20% in Q2 2026, selling an estimated $106K and leaving 28,211 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Wealth Enhancement Advisory Services first reported a position in CMCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $576K in Q4 2025. 7 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,211 shares of Columbus McKinnon worth $374K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 7,099 Columbus McKinnon shares in Q2 2026, an estimated $106K.
  • Columbus McKinnon made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2981 holding.
  • Wealth Enhancement Advisory Services first reported a position in Columbus McKinnon in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Columbus McKinnon position peaked at $576K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.