Highline Wealth Partners’s Cummins CMI Stock Holding History

Highline Wealth 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	$10.7K	Buy	15 +8	+114%	+$5.27K	﹤0.01%	568
2026 Q1	$3.77K	Hold	7	–	–	﹤0.01%	818
2025 Q4	$3.57K	Hold	7	–	–	﹤0.01%	669
2025 Q3	$2.96K	Hold	7	–	–	﹤0.01%	756
2025 Q2	$2.29K	Sell	7 -6	-46%	-$1.86K	﹤0.01%	614
2025 Q1	$4.08K	Buy	13 +9	+225%	+$3.17K	﹤0.01%	474
2024 Q4	$1.39K	Hold	4	–	–	﹤0.01%	492
2024 Q3	$1.29K	Buy	4 +2	+100%	+$592	﹤0.01%	494
2024 Q2	$554	Buy	+2	New	+$572	﹤0.01%	480

Other funds holding CMI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return