United Financial Planning Group’s Cummins CMI Stock Holding History

United Financial Planning Group’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	$21.4K	Hold	30	–	–	0.01%	162
2026 Q1	$16.1K	Buy	+30	New	+$17K	0.01%	153

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's CMI Position: Q2 2026 in Review

United Financial Planning Group held its Cummins (CMI) position steady in Q2 2026 at 30 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #162.

United Financial Planning Group first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

United Financial Planning Group held 30 shares of Cummins worth $21.4K as of Q2 2026.
United Financial Planning Group left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #162 holding.
United Financial Planning Group first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.