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Whipplewood Advisors’s Columbia Sportswear COLM Stock Holding History

Whipplewood Advisors’s Portfolio COLM Stock Details COLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-625
Closed -$378 – 1216
2025
Q1 		$378 Buy
625
+620
+12,400% +$51.7K ﹤0.01% 1152
2024
Q4 		$420 Buy
+5
New +$419 ﹤0.01% 1133

Other funds holding COLM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whipplewood Advisors's COLM Position: Q2 2025 in Review

Whipplewood Advisors sold out of Columbia Sportswear (COLM) in Q2 2025, closing a stake of 625 shares — an estimated $378 sold.

Whipplewood Advisors first reported a position in COLM in Q4 2024 and held it in 2 quarters. The position peaked at $420 in Q4 2024. 298 funds tracked by Wall St. Rank hold COLM as of Q2 2025.

  • Whipplewood Advisors reported no remaining Columbia Sportswear position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 625 Columbia Sportswear shares in Q2 2025, an estimated $378.
  • Whipplewood Advisors first reported a position in Columbia Sportswear in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Columbia Sportswear position peaked at $420 in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.