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Meadowbrook Wealth Management’s Cummins CMI Stock Holding History

Meadowbrook Wealth Management’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 		$522K Hold
765
– – 0.56% 42
2026
Q1 		$412K Hold
765
– – 0.55% 45
2025
Q4 		$390K Sell
765
-25
-3% -$11.7K 0.45% 47
2025
Q3 		$334K Buy
+790
New +$303K 0.35% 64

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Meadowbrook Wealth Management's CMI Position: Q2 2026 in Review

Meadowbrook Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 765 shares worth $522K. The position accounts for 0.56% of the portfolio, ranked #42.

Meadowbrook Wealth Management first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 1,225 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Meadowbrook Wealth Management held 765 shares of Cummins worth $522K as of Q2 2026.
  • Meadowbrook Wealth Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.56% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Meadowbrook Wealth Management first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.