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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Portfolio Solutions's CMI Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Cummins (CMI) stake by 31% in Q1 2026, selling an estimated $914K and leaving 3,541 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #471.

Envestnet Portfolio Solutions first reported a position in CMI in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Envestnet Portfolio Solutions held 3,541 shares of Cummins worth $1.9M as of Q1 2026.
Envestnet Portfolio Solutions sold 1,615 Cummins shares in Q1 2026, an estimated $914K.
Cummins made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #471 holding.
Envestnet Portfolio Solutions first reported a position in Cummins in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Cummins position peaked at $2.63M in Q4 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.