Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Cummins CMI Stock Holding History

Envestnet Portfolio Solutions’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 		$2.22M Sell
3,107
-434
-12% -$286K 0.01% 479
2026
Q1 		$1.9M Sell
3,541
-1,615
-31% -$914K 0.01% 471
2025
Q4 		$2.63M Buy
5,156
+1,009
+24% +$472K 0.01% 489
2025
Q3 		$1.75M Buy
4,147
+51
+1% +$19.6K 0.01% 564
2025
Q2 		$1.34M Sell
4,096
-108
-3% -$33.4K ﹤0.01% 691
2025
Q1 		$1.32M Sell
4,204
-702
-14% -$247K 0.01% 719
2024
Q4 		$1.71M Sell
4,906
-2
-0% -$703 0.01% 716
2024
Q3 		$1.59M Sell
4,908
-955
-16% -$283K 0.01% 744
2024
Q2 		$1.62M Buy
5,863
+140
+2% +$40K 0.01% 699
2024
Q1 		$1.69M Buy
5,723
+1,061
+23% +$273K 0.01% 686
2023
Q4 		$1.12M Sell
4,662
-83
-2% -$18.9K ﹤0.01% 767
2023
Q3 		$1.08M Buy
+4,745
New +$1.15M 0.01% 734

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's CMI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Cummins (CMI) stake by 12% in Q2 2026, selling an estimated $286K and leaving 3,107 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #479.

Envestnet Portfolio Solutions first reported a position in CMI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2025. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,107 shares of Cummins worth $2.22M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 434 Cummins shares in Q2 2026, an estimated $286K.
  • Cummins made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #479 holding.
  • Envestnet Portfolio Solutions first reported a position in Cummins in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Cummins position peaked at $2.63M in Q4 2025.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.