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Optivise Advisory Services’s Cummins CMI Stock Holding History

Optivise 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
2026
Q2 		$804K Buy
1,127
+77
+7% +$50.7K 0.41% 68
2026
Q1 		$565K Buy
1,050
+395
+60% +$224K 0.34% 83
2025
Q4 		$335K Buy
655
+173
+36% +$80.9K 0.19% 125
2025
Q3 		$203K Buy
+482
New +$185K 0.12% 188

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Optivise Advisory Services's CMI Position: Q2 2026 in Review

Optivise Advisory Services increased its Cummins (CMI) stake by 7.3% in Q2 2026, buying an estimated $50.7K and bringing the position to 1,127 shares worth $804K. The position accounts for 0.41% of the portfolio, ranked #68.

Optivise Advisory Services first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Optivise Advisory Services held 1,127 shares of Cummins worth $804K as of Q2 2026.
  • Optivise Advisory Services bought 77 Cummins shares in Q2 2026, an estimated $50.7K.
  • Cummins made up 0.41% of Optivise Advisory Services's portfolio in Q2 2026, its #68 holding.
  • Optivise Advisory Services first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.