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Wealth Preservation Advisors’s Columbus McKinnon CMCO Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-98
Closed -$1.42K – 248
2026
Q1 		$1.42K Buy
+98
New +$1.83K ﹤0.01% 643

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
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
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
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Wealth Preservation Advisors's CMCO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Columbus McKinnon (CMCO) in Q2 2026, closing a stake of 98 shares — an estimated $1.42K sold.

Wealth Preservation Advisors first reported a position in CMCO in Q1 2026 and held it in 1 quarter. The position peaked at $1.42K in Q1 2026. 175 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Columbus McKinnon position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 98 Columbus McKinnon shares in Q2 2026, an estimated $1.42K.
  • Wealth Preservation Advisors first reported a position in Columbus McKinnon in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Columbus McKinnon position peaked at $1.42K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.