Quotient Wealth Partners’s Cummins CMI Stock Holding History

Quotient 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 Q2	$358K	Hold	501	–	–	0.01%	269
2026 Q1	$269K	Buy	501 +45	+10%	+$25.5K	0.01%	313
2025 Q4	$233K	Sell	456 -72	-14%	-$33.7K	0.01%	316
2025 Q3	$223K	Buy	+528	New	+$202K	0.01%	330

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Quotient Wealth Partners's CMI Position: Q2 2026 in Review

Quotient Wealth Partners held its Cummins (CMI) position steady in Q2 2026 at 501 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #269.

Quotient Wealth Partners first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Quotient Wealth Partners held 501 shares of Cummins worth $358K as of Q2 2026.
Quotient Wealth Partners left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #269 holding.
Quotient Wealth Partners first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.