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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 0.01% 819
2022
Q1 		$1.72M Buy
+8,372
New +$1.81M 0.03% 527

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's CMI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cummins (CMI) stake by 53% in Q2 2025, selling an estimated $1.44M and leaving 4,185 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #527.

Atria Wealth Solutions first reported a position in CMI in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.45M in Q4 2024. 1,562 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

  • Atria Wealth Solutions held 4,185 shares of Cummins worth $1.37M as of Q2 2025.
  • Atria Wealth Solutions sold 4,663 Cummins shares in Q2 2025, an estimated $1.44M.
  • Cummins made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #527 holding.
  • Atria Wealth Solutions first reported a position in Cummins in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Cummins position peaked at $3.45M in Q4 2024.
  • 1,562 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.