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Holos Integrated Wealth’s Cummins CMI Stock Holding History

Holos Integrated Wealth’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 		$40.3K Hold
61
– – 0.02% 168
2026
Q1 		$34K Hold
61
– – 0.02% 174
2025
Q4 		$31.8K Buy
+61
New +$28.5K 0.02% 135
2025
Q2 		– Sell
-61
Closed -$19.1K – 311
2025
Q1 		$19.1K Hold
61
– – 0.01% 158
2024
Q4 		$21.3K Buy
+61
New +$21.4K 0.01% 150

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Holos Integrated Wealth's CMI Position: Q2 2026 in Review

Holos Integrated Wealth held its Cummins (CMI) position steady in Q2 2026 at 61 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #168.

Holos Integrated Wealth first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Holos Integrated Wealth held 61 shares of Cummins worth $40.3K as of Q2 2026.
  • Holos Integrated Wealth left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #168 holding.
  • Holos Integrated Wealth first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.