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Union Bancaire Privee’s Cummins CMI Stock Holding History

Union Bancaire Privee’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 		$20.2M Buy
22,182
+5,318
+32% +$3.5M 0.22% 72
2026
Q1 		$14.5M Sell
16,864
-3,735
-18% -$2.11M 0.2% 78
2025
Q4 		$15.9M Sell
20,599
-2,353
-10% -$1.1M 0.19% 87
2025
Q3 		$13.9M Sell
22,952
-949
-4% -$364K 0.2% 80
2025
Q2 		$11.1M Buy
23,901
+6,154
+35% +$1.91M 0.16% 83
2025
Q1 		$5.26M Sell
17,747
-827
-4% -$291K 0.1% 87
2024
Q4 		$6.28M Buy
+18,574
New +$6.53M 0.11% 96

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Union Bancaire Privee's CMI Position: Q2 2026 in Review

Union Bancaire Privee increased its Cummins (CMI) stake by 32% in Q2 2026, buying an estimated $3.5M and bringing the position to 22,182 shares worth $20.2M. The position accounts for 0.22% of the portfolio, ranked #72.

Union Bancaire Privee first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 764 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Union Bancaire Privee held 22,182 shares of Cummins worth $20.2M as of Q2 2026.
  • Union Bancaire Privee bought 5,318 Cummins shares in Q2 2026, an estimated $3.5M.
  • Cummins made up 0.22% of Union Bancaire Privee's portfolio in Q2 2026, its #72 holding.
  • Union Bancaire Privee first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 764 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.