SageView Advisory Group’s Cummins CMI Stock Holding History

SageView Advisory 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 Q4	$1.34M	Buy	2,625 +48	+2%	+$22.4K	0.05%	214
2025 Q3	$1.09M	Buy	+2,577	New	+$988K	0.04%	256

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's CMI Position: Q4 2025 in Review

SageView Advisory Group increased its Cummins (CMI) stake by 1.9% in Q4 2025, buying an estimated $22.4K and bringing the position to 2,625 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #214.

SageView Advisory Group first reported a position in CMI in Q3 2025 and has held it in 2 quarters since. 1,873 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

SageView Advisory Group held 2,625 shares of Cummins worth $1.34M as of Q4 2025.
SageView Advisory Group bought 48 Cummins shares in Q4 2025, an estimated $22.4K.
Cummins made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #214 holding.
SageView Advisory Group first reported a position in Cummins in Q3 2025 and has held it in 2 quarters since.
1,873 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.