Optivise Advisory Services
CMI icon

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
Q3 		$582K Hold
1,127
– – 0.29% 96
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 $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Optivise Advisory Services's CMI Position: Q3 2026 in Review

Optivise Advisory Services held its Cummins (CMI) position steady in Q3 2026 at 1,127 shares worth $582K. The position accounts for 0.29% of the portfolio, ranked #96.

Optivise Advisory Services first reported a position in CMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $804K in Q2 2026. 918 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Optivise Advisory Services held 1,127 shares of Cummins worth $582K as of Q3 2026.
  • Optivise Advisory Services left its Cummins share count unchanged in Q3 2026.
  • Cummins made up 0.29% of Optivise Advisory Services's portfolio in Q3 2026, its #96 holding.
  • Optivise Advisory Services first reported a position in Cummins in Q3 2025 and has held it in 5 quarters since.
  • Optivise Advisory Services's Cummins position peaked at $804K in Q2 2026.
  • 918 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.