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

Wealth Enhancement Trust 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	$893	Buy	+59	New	+$879	﹤0.01%	1150

Other funds holding CMCO

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

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

BGC

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Columbus McKinnon (CMCO) in Q2 2026: 59 shares worth $893. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings.

92 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

Wealth Enhancement Trust Services held 59 shares of Columbus McKinnon worth $893 as of Q2 2026.
Columbus McKinnon was a new Wealth Enhancement Trust Services position in Q2 2026.
Columbus McKinnon made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1150 holding.
92 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

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