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Sendero Wealth Management’s Cummins CMI Stock Holding History

Sendero 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 		$527K Buy
739
+2
+0.3% +$1.32K 0.05% 160
2026
Q1 		$397K Sell
737
-266
-27% -$151K 0.04% 168
2025
Q4 		$512K Sell
1,003
-206
-17% -$96.3K 0.06% 153
2025
Q3 		$511K Buy
1,209
+327
+37% +$125K 0.06% 144
2025
Q2 		$289K Buy
882
+136
+18% +$42.1K 0.04% 172
2025
Q1 		$234K Buy
+746
New +$263K 0.03% 171

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sendero Wealth Management's CMI Position: Q2 2026 in Review

Sendero Wealth Management increased its Cummins (CMI) stake by 0.27% in Q2 2026, buying an estimated $1.32K and bringing the position to 739 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #160.

Sendero Wealth Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sendero Wealth Management held 739 shares of Cummins worth $527K as of Q2 2026.
  • Sendero Wealth Management bought 2 Cummins shares in Q2 2026, an estimated $1.32K.
  • Cummins made up 0.05% of Sendero Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Sendero Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.