N.E.W. Advisory Services’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$713 Buy
+1
New +$659 ﹤0.01% 951
2025
Q2
Sell
-6
Closed -$1.88K 852
2025
Q1
$1.88K Buy
+6
New +$2.11K ﹤0.01% 798

Other funds holding CMI

N.E.W. Advisory Services's CMI Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Cummins (CMI) in Q2 2026: 1 share worth $713. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: N.E.W. Advisory Services previously reported a position in CMI as recently as Q1 2025.

N.E.W. Advisory Services first reported a position in CMI in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.88K in Q1 2025. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • N.E.W. Advisory Services held 1 share of Cummins worth $713 as of Q2 2026.
  • Cummins was a new N.E.W. Advisory Services position in Q2 2026.
  • Cummins made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #951 holding.
  • N.E.W. Advisory Services first reported a position in Cummins in Q1 2025 and has held it in 2 quarters since.
  • N.E.W. Advisory Services's Cummins position peaked at $1.88K in Q1 2025.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.