HighRoad Wealth Advisors’s Cummins CMI Stock Holding History

HighRoad 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	$1.18M	Hold	1,650	–	–	0.99%	13
2026 Q1	$888K	Hold	1,650	–	–	0.87%	14
2025 Q4	$842K	Buy	+1,650	New	+$771K	0.8%	14

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

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

HighRoad Wealth Advisors held its Cummins (CMI) position steady in Q2 2026 at 1,650 shares worth $1.18M. The position accounts for 0.99% of the portfolio, ranked #13.

HighRoad Wealth Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

HighRoad Wealth Advisors held 1,650 shares of Cummins worth $1.18M as of Q2 2026.
HighRoad Wealth Advisors left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.99% of HighRoad Wealth Advisors's portfolio in Q2 2026, its #13 holding.
HighRoad Wealth Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.