PWA
CMI icon

Physician Wealth Advisors’s Cummins CMI Stock Holding History

Physician 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 		$29.2K Buy
41
+12
+41% +$7.91K ﹤0.01% 559
2026
Q1 		$15.6K Hold
29
– – ﹤0.01% 684
2025
Q4 		$14.8K Buy
29
+2
+7% +$935 ﹤0.01% 657
2025
Q3 		$11.4K Buy
27
+24
+800% +$9.2K ﹤0.01% 725
2025
Q2 		$983 Hold
3
– – ﹤0.01% 1442
2025
Q1 		$941 Hold
3
– – ﹤0.01% 1119
2024
Q4 		$1.05K Buy
+3
New +$1.05K ﹤0.01% 931

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Physician Wealth Advisors increased its Cummins (CMI) stake by 41% in Q2 2026, buying an estimated $7.91K and bringing the position to 41 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Physician Wealth Advisors first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Physician Wealth Advisors held 41 shares of Cummins worth $29.2K as of Q2 2026.
  • Physician Wealth Advisors bought 12 Cummins shares in Q2 2026, an estimated $7.91K.
  • Cummins made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #559 holding.
  • Physician Wealth Advisors first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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