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Moneta Group Investment Advisors’s Cummins CMI Stock Holding History

Moneta Group Investment 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
Q1 		$729K Buy
1,355
+501
+59% +$284K 0.01% 423
2025
Q4 		$436K Sell
854
-41
-5% -$19.2K ﹤0.01% 542
2025
Q3 		$378K Buy
895
+47
+6% +$18K ﹤0.01% 561
2025
Q2 		$278K Sell
848
-78
-8% -$24.1K ﹤0.01% 582
2025
Q1 		$290K Buy
926
+107
+13% +$37.7K ﹤0.01% 534
2024
Q4 		$286K Buy
819
+99
+14% +$34.8K ﹤0.01% 541
2024
Q3 		$233K Sell
720
-177
-20% -$52.4K ﹤0.01% 584
2024
Q2 		$248K Sell
897
-67
-7% -$19.1K ﹤0.01% 527
2024
Q1 		$284K Buy
964
+111
+13% +$28.6K ﹤0.01% 502
2023
Q4 		$204K Buy
+853
New +$194K ﹤0.01% 528
2023
Q3 		– Sell
-896
Closed -$220K – 535
2023
Q2 		$220K Sell
896
-110
-11% -$24.9K ﹤0.01% 486
2023
Q1 		$240K Buy
+1,006
New +$246K 0.01% 460
2022
Q3 		– Sell
-1,126
Closed -$218K – 442
2022
Q2 		$218K Buy
1,126
+146
+15% +$29.2K 0.01% 432
2022
Q1 		$201K Buy
+980
New +$212K 0.01% 427
2018
Q1 		– Sell
-3
Closed -$1K – 622
2017
Q4 		$1K Buy
+3
New +$513 ﹤0.01% 411

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moneta Group Investment Advisors's CMI Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Cummins (CMI) stake by 59% in Q1 2026, buying an estimated $284K and bringing the position to 1,355 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #423.

Moneta Group Investment Advisors first reported a position in CMI in Q4 2017 and has held it in 15 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Moneta Group Investment Advisors held 1,355 shares of Cummins worth $729K as of Q1 2026.
  • Moneta Group Investment Advisors bought 501 Cummins shares in Q1 2026, an estimated $284K.
  • Cummins made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #423 holding.
  • Moneta Group Investment Advisors first reported a position in Cummins in Q4 2017 and has held it in 15 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.