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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Thrive Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 943 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #109.

Thrive Wealth Management first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Thrive Wealth Management held 943 shares of Cummins worth $673K as of Q2 2026.
  • Thrive Wealth Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.09% of Thrive Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Thrive Wealth Management first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.