Cerity Partners
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Cerity Partners’s Cummins CMI Stock Holding History

Cerity Partners’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 		$105M Sell
147,538
-1,213
-0.8% -$799K 0.13% 149
2026
Q1 		$80M Buy
148,751
+19,000
+15% +$10.8M 0.11% 166
2025
Q4 		$66.2M Buy
129,751
+1,023
+0.8% +$478K 0.1% 182
2025
Q3 		$54.4M Buy
128,728
+11,051
+9% +$4.24M 0.09% 197
2025
Q2 		$38.5M Sell
117,677
-7,313
-6% -$2.26M 0.07% 234
2025
Q1 		$39.2M Buy
124,990
+8,327
+7% +$2.93M 0.08% 217
2024
Q4 		$40.3M Buy
116,663
+1,121
+1% +$394K 0.09% 199
2024
Q3 		$37.4M Buy
115,542
+13,660
+13% +$4.05M 0.08% 212
2024
Q2 		$28.2M Buy
101,882
+10,253
+11% +$2.93M 0.07% 223
2024
Q1 		$26.9M Buy
91,629
+15,621
+21% +$4.03M 0.07% 244
2023
Q4 		$18.2M Buy
76,008
+5,785
+8% +$1.32M 0.06% 263
2023
Q3 		$16M Buy
70,223
+50
+0.1% +$12.1K 0.08% 220
2023
Q2 		$17.2M Buy
70,173
+908
+1% +$206K 0.07% 253
2023
Q1 		$17M Buy
69,265
+30,056
+77% +$7.34M 0.04% 263
2022
Q4 		$9.81M Buy
39,209
+10,073
+35% +$2.4M 0.06% 270
2022
Q3 		$5.93M Buy
29,136
+43
+0.1% +$9.15K 0.07% 213
2022
Q2 		$5.63M Buy
29,093
+25,311
+669% +$5.06M 0.06% 233
2022
Q1 		$776K Buy
3,782
+1,952
+107% +$422K 0.01% 489
2021
Q4 		$401K Buy
+1,830
New +$417K 0.01% 666
2020
Q1 		– Sell
-1,230
Closed -$220K – 451
2019
Q4 		$220K Buy
+1,230
New +$216K 0.01% 488
2018
Q1 		– Sell
-1,167
Closed -$206K – 534
2017
Q4 		$206K Buy
+1,167
New +$200K 0.01% 529

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's CMI Position: Q2 2026 in Review

Cerity Partners reduced its Cummins (CMI) stake by 0.82% in Q2 2026, selling an estimated $799K and leaving 147,538 shares worth $105M. The position accounts for 0.13% of the portfolio, ranked #149.

Cerity Partners first reported a position in CMI in Q4 2017 and has held it in 21 quarters since. 1,920 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cerity Partners held 147,538 shares of Cummins worth $105M as of Q2 2026.
  • Cerity Partners sold 1,213 Cummins shares in Q2 2026, an estimated $799K.
  • Cummins made up 0.13% of Cerity Partners's portfolio in Q2 2026, its #149 holding.
  • Cerity Partners first reported a position in Cummins in Q4 2017 and has held it in 21 quarters since.
  • 1,920 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.