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Redwood Wealth Management Group’s Cummins CMI Stock Holding History

Redwood Wealth Management Group’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
2025
Q1 		– Sell
-591
Closed -$206K – 161
2024
Q4 		$206K Buy
+591
New +$208K 0.1% 158
2024
Q3 		– Sell
-593
Closed -$164K – 345
2024
Q2 		$164K Buy
+593
New +$169K 0.12% 132

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Redwood Wealth Management Group's CMI Position: Q1 2025 in Review

Redwood Wealth Management Group sold out of Cummins (CMI) in Q1 2025, closing a stake of 591 shares — an estimated $206K sold.

Redwood Wealth Management Group first reported a position in CMI in Q2 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Redwood Wealth Management Group reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
  • Redwood Wealth Management Group sold 591 Cummins shares in Q1 2025, an estimated $206K.
  • Redwood Wealth Management Group first reported a position in Cummins in Q2 2024 and held it in 2 quarters.
  • Redwood Wealth Management Group's Cummins position peaked at $206K in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Redwood Wealth Management Group's 13F filing for Q1 2025, filed 21 Apr 2025.