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Curio Wealth’s Cummins CMI Stock Holding History

Curio 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 		– Sell
-2
Closed -$1.08K – 283
2026
Q1 		$1.08K Buy
+2
New +$1.13K ﹤0.01% 373

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Curio Wealth's CMI Position: Q2 2026 in Review

Curio Wealth sold out of Cummins (CMI) in Q2 2026, closing a stake of 2 shares — an estimated $1.08K sold.

Curio Wealth first reported a position in CMI in Q1 2026 and held it in 1 quarter. The position peaked at $1.08K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Curio Wealth reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2 Cummins shares in Q2 2026, an estimated $1.08K.
  • Curio Wealth first reported a position in Cummins in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Cummins position peaked at $1.08K in Q1 2026.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.