Rise Advisors’s Cummins CMI Stock Holding History

Rise 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
2025 Q4	–	Sell	-81	Closed	-$34.4K	–	362
2025 Q3	$34.4K	Sell	81 -12	-13%	-$4.6K	0.01%	341
2025 Q2	$30.5K	Buy	93 +15	+19%	+$4.64K	0.01%	342
2025 Q1	$24.4K	Buy	78 +3	+4%	+$1.06K	0.01%	409
2024 Q4	$26.3K	Hold	75	–	–	0.01%	469
2024 Q3	$24.3K	Hold	75	–	–	0.01%	553
2024 Q2	$20.6K	Hold	75	–	–	0.01%	616
2024 Q1	$22K	Buy	+75	New	+$19.3K	0.01%	587
2023 Q2	–	Sell	-21	Closed	-$5.02K	–	703
2023 Q1	$5.02K	Hold	21	–	–	﹤0.01%	446
2022 Q4	$5.06K	Hold	21	–	–	﹤0.01%	441
2022 Q3	$4K	Hold	21	–	–	﹤0.01%	457
2022 Q2	$4K	Buy	21 +1	+5%	+$200	﹤0.01%	466
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	443
2021 Q4	$4.43K	Buy	+20	New	+$4.56K	﹤0.01%	422

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Rise Advisors's CMI Position: Q4 2025 in Review

Rise Advisors sold out of Cummins (CMI) in Q4 2025, closing a stake of 81 shares — an estimated $34.4K sold.

Rise Advisors first reported a position in CMI in Q4 2021 and held it in 13 quarters. The position peaked at $34.4K in Q3 2025. 1,878 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

Rise Advisors reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 81 Cummins shares in Q4 2025, an estimated $34.4K.
Rise Advisors first reported a position in Cummins in Q4 2021 and held it in 13 quarters.
Rise Advisors's Cummins position peaked at $34.4K in Q3 2025.
1,878 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.