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Cove Private Wealth’s Cummins CMI Stock Holding History

Cove Private Wealth’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 		$966K Hold
1,355
– – 0.19% 94
2026
Q1 		$729K Buy
1,355
+34
+3% +$19.2K 0.17% 102
2025
Q4 		$674K Buy
1,321
+257
+24% +$120K 0.2% 94
2025
Q3 		$449K Hold
1,064
– – 0.14% 109
2025
Q2 		$348K Buy
+1,064
New +$329K 0.12% 122

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cove Private Wealth's CMI Position: Q2 2026 in Review

Cove Private Wealth held its Cummins (CMI) position steady in Q2 2026 at 1,355 shares worth $966K. The position accounts for 0.19% of the portfolio, ranked #94.

Cove Private Wealth first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cove Private Wealth held 1,355 shares of Cummins worth $966K as of Q2 2026.
  • Cove Private Wealth left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.19% of Cove Private Wealth's portfolio in Q2 2026, its #94 holding.
  • Cove Private Wealth first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • 908 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.