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EverSource Wealth Advisors’s Cummins CMI Stock Holding History

EverSource Wealth Advisors’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 		$1.29M Sell
1,803
-468
-21% -$308K 0.04% 302
2026
Q1 		$1.22M Buy
2,271
+408
+22% +$231K 0.04% 339
2025
Q4 		$951K Sell
1,863
-25
-1% -$11.7K 0.04% 354
2025
Q3 		$798K Buy
1,888
+216
+13% +$82.8K 0.03% 367
2025
Q2 		$548K Buy
1,672
+319
+24% +$98.8K 0.02% 417
2025
Q1 		$424K Buy
1,353
+627
+86% +$221K 0.02% 425
2024
Q4 		$253K Buy
726
+84
+13% +$29.5K 0.01% 562
2024
Q3 		$208K Sell
642
-34
-5% -$10.1K 0.01% 542
2024
Q2 		$197K Buy
676
+11
+2% +$3.14K 0.01% 562
2024
Q1 		$188K Buy
665
+321
+93% +$82.7K 0.01% 511
2023
Q4 		$82.4K Buy
344
+100
+41% +$22.7K 0.01% 713
2023
Q3 		$55.7K Sell
244
-12
-5% -$2.9K 0.01% 766
2023
Q2 		$62.8K Buy
256
+31
+14% +$7.02K 0.01% 746
2023
Q1 		$53.7K Buy
225
+95
+73% +$23.2K 0.01% 773
2022
Q4 		$31.5K Buy
130
+38
+41% +$9.04K ﹤0.01% 931
2022
Q3 		$18K Sell
92
-4
-4% -$851 ﹤0.01% 931
2022
Q2 		$18K Buy
96
+26
+37% +$5.2K ﹤0.01% 851
2022
Q1 		$15K Buy
70
+36
+106% +$7.79K ﹤0.01% 810
2021
Q4 		$8K Buy
+34
New +$7.75K ﹤0.01% 1040

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's CMI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cummins (CMI) stake by 21% in Q2 2026, selling an estimated $308K and leaving 1,803 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #302.

EverSource Wealth Advisors first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • EverSource Wealth Advisors held 1,803 shares of Cummins worth $1.29M as of Q2 2026.
  • EverSource Wealth Advisors sold 468 Cummins shares in Q2 2026, an estimated $308K.
  • Cummins made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #302 holding.
  • EverSource Wealth Advisors first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.