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Triad Wealth Partners’s Cummins CMI Stock Holding History

Triad Wealth Partners’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 		$441K Buy
680
+283
+71% +$186K 0.03% 347
2026
Q1 		$214K Buy
+397
New +$225K 0.02% 459
2024
Q3 		– Sell
-186
Closed -$51.5K – 212
2024
Q2 		$51.5K Buy
+186
New +$53.2K 0.03% 225

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

Triad Wealth Partners's CMI Position: Q2 2026 in Review

Triad Wealth Partners increased its Cummins (CMI) stake by 71% in Q2 2026, buying an estimated $186K and bringing the position to 680 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #347.

Triad Wealth Partners first reported a position in CMI in Q2 2024 and has held it in 3 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Triad Wealth Partners held 680 shares of Cummins worth $441K as of Q2 2026.
  • Triad Wealth Partners bought 283 Cummins shares in Q2 2026, an estimated $186K.
  • Cummins made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #347 holding.
  • Triad Wealth Partners first reported a position in Cummins in Q2 2024 and has held it in 3 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.