Curated Wealth Partners’s Cummins CMI Stock Holding History

Curated Wealth 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	$1.25M	Buy	+629,542	New	+$415M	0.16%	109

Other funds holding CMI

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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

Curated Wealth Partners's CMI Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Cummins (CMI) in Q2 2026: 629,542 shares worth $1.25M. The stake represents 0.16% of the portfolio and ranks #109 among its holdings.

737 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Curated Wealth Partners held 629,542 shares of Cummins worth $1.25M as of Q2 2026.
Cummins was a new Curated Wealth Partners position in Q2 2026.
Cummins made up 0.16% of Curated Wealth Partners's portfolio in Q2 2026, its #109 holding.
737 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.