MONECO Advisors
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MONECO Advisors’s Cummins CMI Stock Holding History

MONECO 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
Q3 		$1.91M Sell
3,705
-77
-2% -$46.5K 0.11% 176
2026
Q2 		$2.7M Buy
3,782
+1,774
+88% +$1.17M 0.16% 130
2026
Q1 		$1.08M Buy
2,008
+127
+7% +$71.9K 0.08% 205
2025
Q4 		$960K Buy
1,881
+22
+1% +$10.3K 0.08% 216
2025
Q3 		$785K Sell
1,859
-6
-0.3% -$2.3K 0.07% 234
2025
Q2 		$611K Buy
1,865
+44
+2% +$13.6K 0.06% 255
2025
Q1 		$571K Buy
1,821
+5
+0.3% +$1.76K 0.06% 254
2024
Q4 		$633K Buy
1,816
+39
+2% +$13.7K 0.07% 241
2024
Q3 		$575K Sell
1,777
-301
-14% -$89.2K 0.07% 231
2024
Q2 		$575K Sell
2,078
-6,537
-76% -$1.87M 0.08% 219
2024
Q1 		$2.54M Buy
8,615
+6,437
+296% +$1.66M 0.4% 66
2023
Q4 		$522K Sell
2,178
-147
-6% -$33.4K 0.1% 209
2023
Q3 		$531K Buy
2,325
+131
+6% +$31.6K 0.14% 164
2023
Q2 		$538K Buy
2,194
+3
+0.1% +$679 0.15% 163
2023
Q1 		$523K Buy
2,191
+41
+2% +$10K 0.15% 153
2022
Q4 		$521K Buy
2,150
+4
+0.2% +$951 0.19% 128
2022
Q3 		$437K Buy
2,146
+85
+4% +$18.1K 0.17% 136
2022
Q2 		$399K Sell
2,061
-297
-13% -$59.4K 0.15% 143
2022
Q1 		$484K Sell
2,358
-293
-11% -$63.4K 0.18% 125
2021
Q4 		$603K Sell
2,651
-157
-6% -$35.8K 0.23% 107
2021
Q3 		$631K Buy
2,808
+249
+10% +$58.4K 0.25% 90
2021
Q2 		$624K Buy
2,559
+50
+2% +$12.8K 0.29% 85
2021
Q1 		$650K Buy
2,509
+4
+0.2% +$999 0.32% 80
2020
Q4 		$603K Buy
2,505
+679
+37% +$152K 0.33% 71
2020
Q3 		$386K Buy
1,826
+21
+1% +$4.18K 0.25% 92
2020
Q2 		$313K Buy
1,805
+25
+1% +$4K 0.25% 98
2020
Q1 		$241K Buy
1,780
+62
+4% +$9.7K 0.25% 98
2019
Q4 		$299K Buy
1,718
+12
+0.7% +$2.11K 0.21% 103
2019
Q3 		$277K Buy
+1,706
New +$273K 0.22% 99

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MONECO Advisors's CMI Position: Q3 2026 in Review

MONECO Advisors reduced its Cummins (CMI) stake by 2% in Q3 2026, selling an estimated $46.5K and leaving 3,705 shares worth $1.91M. The position accounts for 0.11% of the portfolio, ranked #176.

MONECO Advisors first reported a position in CMI in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.7M in Q2 2026. 1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • MONECO Advisors held 3,705 shares of Cummins worth $1.91M as of Q3 2026.
  • MONECO Advisors sold 77 Cummins shares in Q3 2026, an estimated $46.5K.
  • Cummins made up 0.11% of MONECO Advisors's portfolio in Q3 2026, its #176 holding.
  • MONECO Advisors first reported a position in Cummins in Q3 2019 and has held it in 29 quarters since.
  • MONECO Advisors's Cummins position peaked at $2.7M in Q2 2026.
  • 1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.