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AssuredPartners Investment Advisors’s Cummins CMI Stock Holding History

AssuredPartners Investment Advisors’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 		$556K Sell
779
-217
-22% -$143K 0.05% 247
2026
Q1 		$550K Buy
996
+136
+16% +$77K 0.06% 238
2025
Q4 		$439K Sell
860
-3
-0.3% -$1.4K 0.07% 229
2025
Q3 		$365K Hold
863
– – 0.08% 179
2025
Q2 		$283K Buy
863
+215
+33% +$66.6K 0.07% 192
2025
Q1 		$203K Buy
+648
New +$228K 0.04% 313

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

AssuredPartners Investment Advisors's CMI Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Cummins (CMI) stake by 22% in Q2 2026, selling an estimated $143K and leaving 779 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #247.

AssuredPartners Investment Advisors first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • AssuredPartners Investment Advisors held 779 shares of Cummins worth $556K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 217 Cummins shares in Q2 2026, an estimated $143K.
  • Cummins made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • AssuredPartners Investment Advisors first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.