Nvest Wealth Strategies’s Cummins CMI Stock Holding History

Nvest Wealth Strategies’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 Q2	$2.14K	Hold	3	–	–	﹤0.01%	189
2026 Q1	$1.61K	Buy	+3	New	+$1.7K	﹤0.01%	187

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nvest Wealth Strategies's CMI Position: Q2 2026 in Review

Nvest Wealth Strategies held its Cummins (CMI) position steady in Q2 2026 at 3 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Nvest Wealth Strategies first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 1,306 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Nvest Wealth Strategies held 3 shares of Cummins worth $2.14K as of Q2 2026.
Nvest Wealth Strategies left its Cummins share count unchanged in Q2 2026.
Cummins made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #189 holding.
Nvest Wealth Strategies first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
1,306 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.