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Wealth Enhancement Trust Services’s Cummins CMI Stock Holding History

Wealth Enhancement Trust 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 		$280K Buy
392
+46
+13% +$30.3K 0.03% 257
2026
Q1 		$186K Hold
346
– – 0.02% 288
2025
Q4 		$177K Buy
+346
New +$162K 0.02% 271

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Cummins (CMI) stake by 13% in Q2 2026, buying an estimated $30.3K and bringing the position to 392 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #257.

Wealth Enhancement Trust Services first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 1,652 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wealth Enhancement Trust Services held 392 shares of Cummins worth $280K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 46 Cummins shares in Q2 2026, an estimated $30.3K.
  • Cummins made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #257 holding.
  • Wealth Enhancement Trust Services first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 1,652 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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