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Opal Wealth Advisors’s Cummins CMI Stock Holding History

Opal Wealth Advisors’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 		– Sell
-117
Closed -$62.9K – 305
2026
Q1 		$62.9K Buy
+117
New +$66.2K 0.01% 357
2025
Q3 		– Sell
-114
Closed -$37.3K – 265
2025
Q2 		$37.3K Sell
114
-5
-4% -$1.55K 0.01% 426
2025
Q1 		$37.3K Buy
+119
New +$41.9K 0.01% 395
2024
Q3 		– Sell
-77
Closed -$21.3K – 383
2024
Q2 		$21.3K Buy
+77
New +$22K 0.01% 496

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Opal Wealth Advisors's CMI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Cummins (CMI) in Q2 2026, closing a stake of 117 shares — an estimated $62.9K sold.

Opal Wealth Advisors first reported a position in CMI in Q2 2024 and held it in 4 quarters. The position peaked at $62.9K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 117 Cummins shares in Q2 2026, an estimated $62.9K.
  • Opal Wealth Advisors first reported a position in Cummins in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Cummins position peaked at $62.9K in Q1 2026.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.