Atala Financial’s Cummins CMI Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-25	Closed	-$7.84K	–	188
2025 Q1	$7.84K	Hold	25	–	–	0.01%	348
2024 Q4	$8.71K	Buy	+25	New	+$8.78K	0.01%	344

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atala Financial's CMI Position: Q2 2025 in Review

Atala Financial sold out of Cummins (CMI) in Q2 2025, closing a stake of 25 shares — an estimated $7.84K sold.

Atala Financial first reported a position in CMI in Q4 2024 and held it in 2 quarters. The position peaked at $8.71K in Q4 2024. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

Atala Financial reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 25 Cummins shares in Q2 2025, an estimated $7.84K.
Atala Financial first reported a position in Cummins in Q4 2024 and held it in 2 quarters.
Atala Financial's Cummins position peaked at $8.71K in Q4 2024.
1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.