Thrive Wealth Management
CMI icon

Thrive Wealth Management’s Cummins CMI Stock Holding History

Thrive 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
Q3 		$464K Sell
899
-44
-5% -$26.6K 0.06% 137
2026
Q2 		$673K Hold
943
– – 0.09% 109
2026
Q1 		$507K Sell
943
-264
-22% -$149K 0.08% 121
2025
Q4 		$616K Sell
1,207
-8
-0.7% -$3.74K 0.09% 110
2025
Q3 		$513K Sell
1,215
-257
-17% -$98.5K 0.08% 123
2025
Q2 		$482K Sell
1,472
-173
-11% -$53.6K 0.08% 125
2025
Q1 		$516K Buy
1,645
+118
+8% +$41.6K 0.1% 112
2024
Q4 		$532K Sell
1,527
-118
-7% -$41.5K 0.1% 112
2024
Q3 		$533K Sell
1,645
-31
-2% -$9.18K 0.1% 109
2024
Q2 		$464K Hold
1,676
– – 0.09% 114
2024
Q1 		$494K Sell
1,676
-207
-11% -$53.3K 0.1% 107
2023
Q4 		$451K Buy
+1,883
New +$428K 0.1% 111

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Thrive Wealth Management's CMI Position: Q3 2026 in Review

Thrive Wealth Management reduced its Cummins (CMI) stake by 4.7% in Q3 2026, selling an estimated $26.6K and leaving 899 shares worth $464K. The position accounts for 0.06% of the portfolio, ranked #137.

Thrive Wealth Management first reported a position in CMI in Q4 2023 and has held it in 12 quarters since. The position peaked at $673K in Q2 2026. 534 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Thrive Wealth Management held 899 shares of Cummins worth $464K as of Q3 2026.
  • Thrive Wealth Management sold 44 Cummins shares in Q3 2026, an estimated $26.6K.
  • Cummins made up 0.06% of Thrive Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Thrive Wealth Management first reported a position in Cummins in Q4 2023 and has held it in 12 quarters since.
  • Thrive Wealth Management's Cummins position peaked at $673K in Q2 2026.
  • 534 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.