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Avestar Capital’s Cummins CMI Stock Holding History

Avestar Capital’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 		$849K Buy
1,190
+1
+0.1% +$659 0.05% 273
2026
Q1 		$640K Buy
1,189
+70
+6% +$39.6K 0.04% 300
2025
Q4 		$572K Buy
1,119
+29
+3% +$13.6K 0.04% 318
2025
Q3 		$461K Buy
1,090
+298
+38% +$114K 0.03% 351
2025
Q2 		$259K Buy
792
+60
+8% +$18.6K 0.02% 420
2025
Q1 		$229K Sell
732
-255
-26% -$89.8K 0.02% 429
2024
Q4 		$344K Buy
987
+31
+3% +$10.9K 0.03% 355
2024
Q3 		$310K Buy
956
+53
+6% +$15.7K 0.03% 339
2024
Q2 		$250K Buy
903
+103
+13% +$29.4K 0.03% 380
2024
Q1 		$236K Buy
+800
New +$206K 0.02% 395
2019
Q3 		– Sell
-17
Closed -$2K – 305
2019
Q2 		$2K Hold
17
– – ﹤0.01% 675
2019
Q1 		$0 Hold
17
– – ﹤0.01% 861
2018
Q4 		$0 Hold
17
– – ﹤0.01% 860
2018
Q3 		$0 Sell
17
-56
-77% -$7.88K ﹤0.01% 856
2018
Q2 		$8K Buy
73
+25
+52% +$3.74K 0.01% 492
2018
Q1 		$6K Buy
48
+3
+7% +$516 ﹤0.01% 500
2017
Q4 		$7K Buy
+45
New +$7.7K 0.01% 499

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Avestar Capital's CMI Position: Q2 2026 in Review

Avestar Capital increased its Cummins (CMI) stake by 0.08% in Q2 2026, buying an estimated $659 and bringing the position to 1,190 shares worth $849K. The position accounts for 0.05% of the portfolio, ranked #273.

Avestar Capital first reported a position in CMI in Q4 2017 and has held it in 17 quarters since. 949 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Avestar Capital held 1,190 shares of Cummins worth $849K as of Q2 2026.
  • Avestar Capital bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #273 holding.
  • Avestar Capital first reported a position in Cummins in Q4 2017 and has held it in 17 quarters since.
  • 949 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.