Essential Partners’s Cummins CMI Stock Holding History

Essential 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	$340K	Sell	477 -2,721	-85%	-$1.79M	0.16%	134
2026 Q1	$1.72M	Buy	3,198 +4	+0.1%	+$2.26K	0.58%	35
2025 Q4	$1.63M	Buy	3,194 +43	+1%	+$20.1K	0.5%	38
2025 Q3	$1.33M	Buy	3,151 +105	+3%	+$40.3K	0.44%	45
2025 Q2	$998K	Buy	+3,046	New	+$943K	0.4%	63

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Essential Partners's CMI Position: Q2 2026 in Review

Essential Partners reduced its Cummins (CMI) stake by 85% in Q2 2026, selling an estimated $1.79M and leaving 477 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #134.

Essential Partners first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q1 2026. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Essential Partners held 477 shares of Cummins worth $340K as of Q2 2026.
Essential Partners sold 2,721 Cummins shares in Q2 2026, an estimated $1.79M.
Cummins made up 0.16% of Essential Partners's portfolio in Q2 2026, its #134 holding.
Essential Partners first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
Essential Partners's Cummins position peaked at $1.72M in Q1 2026.
2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.