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Cyndeo Wealth Partners’s Cummins CMI Stock Holding History

Cyndeo 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 		$738K Sell
1,035
-8
-0.8% -$5.27K 0.03% 297
2026
Q1 		$561K Sell
1,043
-2
-0.2% -$1.13K 0.03% 307
2025
Q4 		$534K Sell
1,045
-26
-2% -$12.2K 0.03% 308
2025
Q3 		$453K Hold
1,071
– – 0.03% 323
2025
Q2 		$351K Sell
1,071
-2
-0.2% -$619 0.02% 358
2025
Q1 		$336K Buy
1,073
+9
+0.8% +$3.17K 0.02% 349
2024
Q4 		$371K Buy
1,064
+25
+2% +$8.78K 0.03% 339
2024
Q3 		$336K Buy
1,039
+2
+0.2% +$592 0.02% 353
2024
Q2 		$287K Buy
+1,037
New +$296K 0.02% 339

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 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)
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

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

Cyndeo Wealth Partners reduced its Cummins (CMI) stake by 0.77% in Q2 2026, selling an estimated $5.27K and leaving 1,035 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #297.

Cyndeo Wealth Partners first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cyndeo Wealth Partners held 1,035 shares of Cummins worth $738K as of Q2 2026.
  • Cyndeo Wealth Partners sold 8 Cummins shares in Q2 2026, an estimated $5.27K.
  • Cummins made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #297 holding.
  • Cyndeo Wealth Partners first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.