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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
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

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Elevation Wealth Partners increased its Cummins (CMI) stake by 92% in Q2 2026, buying an estimated $14.5K and bringing the position to 46 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #429.

Elevation Wealth Partners first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 826 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Elevation Wealth Partners held 46 shares of Cummins worth $32.8K as of Q2 2026.
  • Elevation Wealth Partners bought 22 Cummins shares in Q2 2026, an estimated $14.5K.
  • Cummins made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #429 holding.
  • Elevation Wealth Partners first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 826 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.