Claro Advisors
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Claro Advisors’s Cummins CMI Stock Holding History

Claro Advisors’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 		$208K Buy
403
+113
+39% +$68.2K 0.02% 503
2026
Q2 		$207K Buy
+290
New +$191K 0.02% 513
2025
Q1 		– Sell
-586
Closed -$204K – 515
2024
Q4 		$204K Sell
586
-366
-38% -$129K 0.03% 468
2024
Q3 		$308K Buy
+952
New +$282K 0.04% 370
2019
Q1 		– Sell
-168
Closed -$25K – 292
2018
Q4 		$25K Buy
+168
New +$23.7K 0.02% 493

Other funds holding CMI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Claro Advisors's CMI Position: Q3 2026 in Review

Claro Advisors increased its Cummins (CMI) stake by 39% in Q3 2026, buying an estimated $68.2K and bringing the position to 403 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #503.

Claro Advisors first reported a position in CMI in Q4 2018 and has held it in 5 quarters since. The position peaked at $308K in Q3 2024. 1,204 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Claro Advisors held 403 shares of Cummins worth $208K as of Q3 2026.
  • Claro Advisors bought 113 Cummins shares in Q3 2026, an estimated $68.2K.
  • Cummins made up 0.02% of Claro Advisors's portfolio in Q3 2026, its #503 holding.
  • Claro Advisors first reported a position in Cummins in Q4 2018 and has held it in 5 quarters since.
  • Claro Advisors's Cummins position peaked at $308K in Q3 2024.
  • 1,204 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.