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WealthTrak Capital Management’s Columbus McKinnon CMCO Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-600
Closed -$9.16K – 233
2025
Q2 		$9.16K Buy
+600
New +$9.17K 0.01% 203
2025
Q1 		– Sell
-5
Closed -$187 – 1003
2024
Q4 		$187 Buy
+5
New +$181 ﹤0.01% 805

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrak Capital Management's CMCO Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Columbus McKinnon (CMCO) in Q3 2025, closing a stake of 600 shares — an estimated $9.16K sold.

WealthTrak Capital Management first reported a position in CMCO in Q4 2024 and held it in 2 quarters. The position peaked at $9.16K in Q2 2025. 193 funds tracked by Wall St. Rank hold CMCO as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Columbus McKinnon position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 600 Columbus McKinnon shares in Q3 2025, an estimated $9.16K.
  • WealthTrak Capital Management first reported a position in Columbus McKinnon in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Columbus McKinnon position peaked at $9.16K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.