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Nicolet Advisory Services’s Cummins CMI Stock Holding History

Nicolet 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
Q4 		$619K Buy
1,101
+17
+2% +$7.95K 0.04% 202
2025
Q3 		$471K Buy
1,084
+4
+0.4% +$1.53K 0.04% 235
2025
Q2 		$384K Buy
1,080
+20
+2% +$6.19K 0.03% 256
2025
Q1 		$299K Buy
1,060
+216
+26% +$76.1K 0.03% 283
2024
Q4 		$300K Buy
844
+10
+1% +$3.51K 0.03% 294
2024
Q3 		$273K Sell
834
-50
-6% -$14.8K 0.03% 307
2024
Q2 		$242K Buy
884
+26
+3% +$7.43K 0.02% 316
2024
Q1 		$259K Sell
858
-61
-7% -$15.7K 0.03% 296
2023
Q4 		$219K Buy
919
+10
+1% +$2.27K 0.02% 297
2023
Q3 		$207K Sell
909
-59
-6% -$14.2K 0.02% 292
2023
Q2 		$234K Buy
+968
New +$219K 0.03% 277

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicolet Advisory Services's CMI Position: Q4 2025 in Review

Nicolet Advisory Services increased its Cummins (CMI) stake by 1.6% in Q4 2025, buying an estimated $7.95K and bringing the position to 1,101 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #202.

Nicolet Advisory Services first reported a position in CMI in Q2 2023 and has held it in 11 quarters since. 1,873 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • Nicolet Advisory Services held 1,101 shares of Cummins worth $619K as of Q4 2025.
  • Nicolet Advisory Services bought 17 Cummins shares in Q4 2025, an estimated $7.95K.
  • Cummins made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #202 holding.
  • Nicolet Advisory Services first reported a position in Cummins in Q2 2023 and has held it in 11 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.