Atria Wealth Solutions’s Cummins CMI Stock Holding History

Atria Wealth Solutions’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	$1.37M	Sell	4,185 -4,663	-53%	-$1.44M	0.03%	527
2025 Q1	$2.77M	Sell	8,848 -1,041	-11%	-$367K	0.03%	518
2024 Q4	$3.45M	Buy	9,889 +70	+0.7%	+$24.6K	0.04%	462
2024 Q3	$3.18M	Buy	9,819 +251	+3%	+$74.4K	0.03%	479
2024 Q2	$2.65M	Sell	9,568 -2,108	-18%	-$602K	0.03%	538
2024 Q1	$3.44M	Sell	11,676 -336	-3%	-$86.6K	0.04%	454
2023 Q4	$2.88M	Buy	12,012 +492	+4%	+$112K	0.04%	481
2023 Q3	$2.63M	Sell	11,520 -1,027	-8%	-$248K	0.04%	472
2023 Q2	$3.08M	Sell	12,547 -40	-0.3%	-$9.06K	0.04%	435
2023 Q1	$3.01M	Buy	12,587 +497	+4%	+$121K	0.04%	407
2022 Q4	$2.93M	Buy	12,090 +787	+7%	+$187K	0.05%	388
2022 Q3	$2.3M	Buy	11,303 +7,443	+193%	+$1.58M	0.04%	428
2022 Q2	$747K	Sell	3,860 -4,512	-54%	-$902K	0.02%	819
2022 Q1	$1.72M	Buy	+8,372	New	+$1.81M	0.03%	527

Other funds holding CMI

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

BlackRock New York $5.7T 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

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

Fisher Asset Management

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

T. Rowe Price Associates

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