Olistico Wealth’s Cummins CMI Stock Holding History

Olistico 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 Q3	$39.8K	Hold	77	–	–	0.02%	177
2026 Q2	$54.7K	Buy	77 +1	+1%	+$659	0.02%	158
2026 Q1	$41.1K	Hold	76	–	–	0.02%	174
2025 Q4	$38.9K	Buy	+76	New	+$35.5K	0.02%	177
2025 Q3	–	Sell	-76	Closed	-$24.7K	–	138
2025 Q2	$24.7K	Buy	76 +1	+1%	+$310	0.01%	211
2025 Q1	$23.5K	Hold	75	–	–	0.01%	204
2024 Q4	$26K	Buy	75 +1	+1%	+$351	0.02%	197
2024 Q3	$24.1K	Hold	74	–	–	0.01%	203
2024 Q2	$20.5K	Buy	+74	New	+$21.1K	0.01%	211

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Olistico Wealth's CMI Position: Q3 2026 in Review

Olistico Wealth held its Cummins (CMI) position steady in Q3 2026 at 77 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #177.

Olistico Wealth first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $54.7K in Q2 2026. 534 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Olistico Wealth held 77 shares of Cummins worth $39.8K as of Q3 2026.
Olistico Wealth left its Cummins share count unchanged in Q3 2026.
Cummins made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #177 holding.
Olistico Wealth first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Cummins position peaked at $54.7K in Q2 2026.
534 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.