Elevation Wealth Partners
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Elevation Wealth Partners’s Cummins CMI Stock Holding History

Elevation 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
Q3 		$10.3K Sell
20
-26
-57% -$15.7K ﹤0.01% 880
2026
Q2 		$32.8K Buy
46
+22
+92% +$14.5K 0.01% 429
2026
Q1 		$12.9K Buy
24
+4
+20% +$2.26K ﹤0.01% 463
2025
Q4 		$10.2K Hold
20
– – ﹤0.01% 479
2025
Q3 		$8.45K Buy
+20
New +$7.67K ﹤0.01% 402

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Robeco Institutional Asset Management
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Principal Financial Group
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Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elevation Wealth Partners's CMI Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Cummins (CMI) stake by 57% in Q3 2026, selling an estimated $15.7K and leaving 20 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Elevation Wealth Partners first reported a position in CMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $32.8K in Q2 2026. 918 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Elevation Wealth Partners held 20 shares of Cummins worth $10.3K as of Q3 2026.
  • Elevation Wealth Partners sold 26 Cummins shares in Q3 2026, an estimated $15.7K.
  • Cummins made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #880 holding.
  • Elevation Wealth Partners first reported a position in Cummins in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Cummins position peaked at $32.8K in Q2 2026.
  • 918 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.