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AlTi Global’s Cummins CMI Stock Holding History

AlTi Global’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Buy
4,358
+28
+0.6% +$18.4K 0.06% 142
2026
Q1 		$2.33M Buy
4,330
+22
+0.5% +$12.4K 0.05% 147
2025
Q4 		$2.2M Sell
4,308
-17
-0.4% -$7.95K 0.05% 151
2025
Q3 		$1.83M Buy
4,325
+38
+0.9% +$14.6K 0.04% 175
2025
Q2 		$1.42M Buy
4,287
+203
+5% +$62.8K 0.04% 194
2025
Q1 		$1.28M Sell
4,084
-2
-0% -$705 0.03% 183
2024
Q4 		$1.48M Buy
4,086
+6
+0.1% +$2.11K 0.04% 182
2024
Q3 		$1.32M Sell
4,080
-240
-6% -$71.1K 0.03% 185
2024
Q2 		$1.2M Sell
4,320
-458
-10% -$131K 0.03% 194
2024
Q1 		$1.41M Buy
4,778
+265
+6% +$68.3K 0.04% 177
2023
Q4 		$1.08M Buy
+4,513
New +$1.03M 0.03% 175

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AlTi Global's CMI Position: Q2 2026 in Review

AlTi Global increased its Cummins (CMI) stake by 0.65% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,358 shares worth $3.11M. The position accounts for 0.06% of the portfolio, ranked #142.

AlTi Global first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • AlTi Global held 4,358 shares of Cummins worth $3.11M as of Q2 2026.
  • AlTi Global bought 28 Cummins shares in Q2 2026, an estimated $18.4K.
  • Cummins made up 0.06% of AlTi Global's portfolio in Q2 2026, its #142 holding.
  • AlTi Global first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.