EP
CMI icon

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
Q3 		$177K Sell
342
-135
-28% -$81.5K 0.08% 270
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

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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Essential Partners's CMI Position: Q3 2026 in Review

Essential Partners reduced its Cummins (CMI) stake by 28% in Q3 2026, selling an estimated $81.5K and leaving 342 shares worth $177K. The position accounts for 0.08% of the portfolio, ranked #270.

Essential Partners first reported a position in CMI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q1 2026. 286 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Essential Partners held 342 shares of Cummins worth $177K as of Q3 2026.
  • Essential Partners sold 135 Cummins shares in Q3 2026, an estimated $81.5K.
  • Cummins made up 0.08% of Essential Partners's portfolio in Q3 2026, its #270 holding.
  • Essential Partners first reported a position in Cummins in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Cummins position peaked at $1.72M in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.