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

N.E.W. Advisory Services’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
2025 Q2	–	Sell	-6	Closed	-$1.88K	–	852
2025 Q1	$1.88K	Buy	+6	New	+$2.11K	﹤0.01%	798

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

N.E.W. Advisory Services's CMI Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Cummins (CMI) in Q2 2025, closing a stake of 6 shares — an estimated $1.88K sold.

N.E.W. Advisory Services first reported a position in CMI in Q1 2025 and held it in 1 quarter. The position peaked at $1.88K in Q1 2025. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

N.E.W. Advisory Services reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 6 Cummins shares in Q2 2025, an estimated $1.88K.
N.E.W. Advisory Services first reported a position in Cummins in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Cummins position peaked at $1.88K in Q1 2025.
1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.