Avestar Capital
CMI icon

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
Q3 		$699K Buy
1,353
+163
+14% +$98.4K 0.06% 290
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% 340
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Avestar Capital's CMI Position: Q3 2026 in Review

Avestar Capital increased its Cummins (CMI) stake by 14% in Q3 2026, buying an estimated $98.4K and bringing the position to 1,353 shares worth $699K. The position accounts for 0.06% of the portfolio, ranked #290.

Avestar Capital first reported a position in CMI in Q4 2017 and has held it in 18 quarters since. The position peaked at $849K in Q2 2026. 1,404 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Avestar Capital held 1,353 shares of Cummins worth $699K as of Q3 2026.
  • Avestar Capital bought 163 Cummins shares in Q3 2026, an estimated $98.4K.
  • Cummins made up 0.06% of Avestar Capital's portfolio in Q3 2026, its #290 holding.
  • Avestar Capital first reported a position in Cummins in Q4 2017 and has held it in 18 quarters since.
  • Avestar Capital's Cummins position peaked at $849K in Q2 2026.
  • 1,404 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.