Robertson Stephens Wealth Management’s Cummins CMI Stock Holding History

Robertson Stephens Wealth Management’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	$492K	Buy	689 +4	+0.6%	+$2.64K	0.01%	443
2026 Q1	$369K	Sell	685 -19	-3%	-$10.8K	0.01%	466
2025 Q4	$359K	Buy	704 +26	+4%	+$12.2K	0.01%	494
2025 Q3	$286K	Sell	678 -72	-10%	-$27.6K	0.01%	454
2025 Q2	$246K	Sell	750 -24	-3%	-$7.43K	0.01%	494
2025 Q1	$243K	Sell	774 -132	-15%	-$46.5K	0.01%	493
2024 Q4	$316K	Buy	+906	New	+$318K	0.01%	454
2023 Q2	–	Sell	-1,489	Closed	-$356K	–	427
2023 Q1	$356K	Buy	+1,489	New	+$364K	0.03%	342

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

Robertson Stephens Wealth Management's CMI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Cummins (CMI) stake by 0.58% in Q2 2026, buying an estimated $2.64K and bringing the position to 689 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #443.

Robertson Stephens Wealth Management first reported a position in CMI in Q1 2023 and has held it in 8 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Robertson Stephens Wealth Management held 689 shares of Cummins worth $492K as of Q2 2026.
Robertson Stephens Wealth Management bought 4 Cummins shares in Q2 2026, an estimated $2.64K.
Cummins made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #443 holding.
Robertson Stephens Wealth Management first reported a position in Cummins in Q1 2023 and has held it in 8 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.