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Naviter Wealth’s Cummins CMI Stock Holding History

Naviter Wealth’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 		– Sell
-630
Closed -$322K – 278
2025
Q4 		$322K Buy
+630
New +$294K 0.04% 224

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

Naviter Wealth's CMI Position: Q1 2026 in Review

Naviter Wealth sold out of Cummins (CMI) in Q1 2026, closing a stake of 630 shares — an estimated $322K sold.

Naviter Wealth first reported a position in CMI in Q4 2025 and held it in 1 quarter. The position peaked at $322K in Q4 2025. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Naviter Wealth reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
  • Naviter Wealth sold 630 Cummins shares in Q1 2026, an estimated $322K.
  • Naviter Wealth first reported a position in Cummins in Q4 2025 and held it in 1 quarter.
  • Naviter Wealth's Cummins position peaked at $322K in Q4 2025.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.