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Avidian Wealth Enterprises’s Cummins CMI Stock Holding History

Avidian Wealth Enterprises’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 		$6.89M Buy
9,665
+74
+0.8% +$48.8K 0.19% 86
2026
Q1 		$5.16M Buy
9,591
+8,744
+1,032% +$4.95M 0.16% 91
2025
Q4 		$432K Buy
847
+12
+1% +$5.61K 0.02% 403
2025
Q3 		$352K Buy
835
+67
+9% +$25.7K 0.01% 435
2025
Q2 		$252K Buy
768
+15
+2% +$4.64K 0.01% 474
2025
Q1 		$236K Sell
753
-8
-1% -$2.82K 0.01% 471
2024
Q4 		$265K Buy
761
+52
+7% +$18.3K 0.01% 429
2024
Q3 		$230K Buy
+709
New +$210K 0.01% 456

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
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Avidian Wealth Enterprises's CMI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Cummins (CMI) stake by 0.77% in Q2 2026, buying an estimated $48.8K and bringing the position to 9,665 shares worth $6.89M. The position accounts for 0.19% of the portfolio, ranked #86.

Avidian Wealth Enterprises first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 730 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Avidian Wealth Enterprises held 9,665 shares of Cummins worth $6.89M as of Q2 2026.
  • Avidian Wealth Enterprises bought 74 Cummins shares in Q2 2026, an estimated $48.8K.
  • Cummins made up 0.19% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #86 holding.
  • Avidian Wealth Enterprises first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • 730 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.