Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Cummins CMI Stock Holding History

Wealth Enhancement Advisory Services’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 		$28.7M Sell
44,354
-4,172
-9% -$2.75M 0.05% 335
2026
Q1 		$25.7M Sell
48,526
-3,539
-7% -$2M 0.05% 316
2025
Q4 		$28.5M Buy
52,065
+905
+2% +$423K 0.04% 380
2025
Q3 		$22.2M Buy
51,160
+5,015
+11% +$1.92M 0.03% 428
2025
Q2 		$15.3M Buy
46,145
+14,487
+46% +$4.48M 0.03% 500
2025
Q1 		$9.92M Buy
31,658
+8,261
+35% +$2.91M 0.02% 580
2024
Q4 		$8.16M Buy
23,397
+6,042
+35% +$2.12M 0.02% 626
2024
Q3 		$5.62M Buy
17,355
+1,236
+8% +$366K 0.01% 687
2024
Q2 		$4.46M Sell
16,119
-151
-0.9% -$43.2K 0.01% 713
2024
Q1 		$4.79M Sell
16,270
-43
-0.3% -$11.1K 0.01% 670
2023
Q4 		$3.91M Sell
16,313
-459
-3% -$104K 0.01% 674
2023
Q3 		$3.83M Buy
+16,772
New +$4.05M 0.01% 644
2021
Q2 		– Sell
-12,119
Closed -$3.15M – 272
2021
Q1 		$3.15M Buy
12,119
+665
+6% +$166K 0.06% 117
2020
Q4 		$2.72M Buy
+11,454
New +$2.57M 0.06% 102
2019
Q4 		– Sell
-10,860
Closed -$1.77M – 212
2019
Q3 		$1.77M Sell
10,860
-3,002
-22% -$480K 0.07% 113
2019
Q2 		$2.41M Buy
+13,862
New +$2.27M 0.11% 81
2017
Q2 		– Sell
-5,354
Closed -$799K – 146
2017
Q1 		$799K Buy
+5,354
New +$793K 0.08% 114

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
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
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

Wealth Enhancement Advisory Services's CMI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Cummins (CMI) stake by 8.6% in Q2 2026, selling an estimated $2.75M and leaving 44,354 shares worth $28.7M. The position accounts for 0.05% of the portfolio, ranked #335.

Wealth Enhancement Advisory Services first reported a position in CMI in Q1 2017 and has held it in 17 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,354 shares of Cummins worth $28.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,172 Cummins shares in Q2 2026, an estimated $2.75M.
  • Cummins made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #335 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cummins in Q1 2017 and has held it in 17 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.