Premier Path Wealth Partners
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Premier Path Wealth Partners’s Cummins CMI Stock Holding History

Premier Path Wealth Partners’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 		$1.06M Buy
2,057
+84
+4% +$50.7K 0.12% 153
2026
Q2 		$1.41M Buy
1,973
+116
+6% +$76.4K 0.16% 132
2026
Q1 		$999K Buy
1,857
+258
+16% +$146K 0.13% 159
2025
Q4 		$816K Buy
1,599
+94
+6% +$43.9K 0.11% 187
2025
Q3 		$636K Buy
1,505
+32
+2% +$12.3K 0.08% 232
2025
Q2 		$482K Buy
1,473
+111
+8% +$34.4K 0.07% 253
2025
Q1 		$427K Sell
1,362
-6
-0.4% -$2.11K 0.07% 250
2024
Q4 		$477K Buy
1,368
+75
+6% +$26.3K 0.07% 239
2024
Q3 		$419K Buy
1,293
+68
+6% +$20.1K 0.07% 253
2024
Q2 		$339K Buy
+1,225
New +$350K 0.06% 276
2024
Q1 		– Sell
-1,108
Closed -$265K – 347
2023
Q4 		$265K Buy
+1,108
New +$252K 0.06% 278

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Premier Path Wealth Partners's CMI Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Cummins (CMI) stake by 4.3% in Q3 2026, buying an estimated $50.7K and bringing the position to 2,057 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #153.

Premier Path Wealth Partners first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q2 2026. 574 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Premier Path Wealth Partners held 2,057 shares of Cummins worth $1.06M as of Q3 2026.
  • Premier Path Wealth Partners bought 84 Cummins shares in Q3 2026, an estimated $50.7K.
  • Cummins made up 0.12% of Premier Path Wealth Partners's portfolio in Q3 2026, its #153 holding.
  • Premier Path Wealth Partners first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Cummins position peaked at $1.41M in Q2 2026.
  • 574 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.