Wealthcare Advisory Partners’s Cummins CMI Stock Holding History

Wealthcare Advisory 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	$3.12M	Sell	4,375 -2,086	-32%	-$1.37M	0.06%	261
2026 Q1	$3.48M	Sell	6,461 -124	-2%	-$70.2K	0.07%	249
2025 Q4	$3.36M	Buy	6,585 +2,573	+64%	+$1.2M	0.07%	247
2025 Q3	$1.69M	Buy	4,012 +34	+0.9%	+$13K	0.04%	383
2025 Q2	$1.3M	Buy	3,978 +171	+4%	+$52.9K	0.03%	421
2025 Q1	$1.19M	Buy	3,807 +255	+7%	+$89.8K	0.03%	407
2024 Q4	$1.24M	Sell	3,552 -15	-0.4%	-$5.27K	0.03%	375
2024 Q3	$1.16M	Sell	3,567 -305	-8%	-$90.3K	0.03%	387
2024 Q2	$1.07M	Buy	3,872 +491	+15%	+$140K	0.03%	365
2024 Q1	$996K	Buy	3,381 +1,775	+111%	+$457K	0.03%	365
2023 Q4	$385K	Sell	1,606 -85	-5%	-$19.3K	0.02%	539
2023 Q3	$386K	Sell	1,691 -106	-6%	-$25.6K	0.02%	497
2023 Q2	$440K	Buy	1,797 +51	+3%	+$11.5K	0.02%	471
2023 Q1	$417K	Buy	1,746 +20	+1%	+$4.88K	0.02%	499
2022 Q4	$418K	Buy	1,726 +12	+0.7%	+$2.85K	0.02%	456
2022 Q3	$349K	Sell	1,714 -11	-0.6%	-$2.34K	0.02%	447
2022 Q2	$334K	Buy	1,725 +199	+13%	+$39.8K	0.02%	400
2022 Q1	$313K	Buy	1,526 +33	+2%	+$7.14K	0.02%	405
2021 Q4	$326K	Buy	1,493 +139	+10%	+$31.7K	0.02%	423
2021 Q3	$304K	Buy	1,354 +10	+0.7%	+$2.34K	0.02%	410
2021 Q2	$328K	Buy	1,344 +114	+9%	+$29.2K	0.02%	399
2021 Q1	$319K	Buy	+1,230	New	+$307K	0.02%	376
2020 Q2	–	Sell	-692	Closed	-$94K	–	497
2020 Q1	$94K	Sell	692 -176	-20%	-$27.4K	0.01%	384
2019 Q4	$155K	Sell	868 -41	-5%	-$7.22K	0.02%	329
2019 Q3	$148K	Sell	909 -28	-3%	-$4.48K	0.02%	319
2019 Q2	$161K	Buy	937 +46	+5%	+$7.53K	0.03%	299
2019 Q1	$141K	Sell	891 -162	-15%	-$24.3K	0.02%	281
2018 Q4	$141K	Hold	1,053	–	–	0.03%	258
2018 Q3	$154K	Buy	1,053 +12	+1%	+$1.69K	0.03%	260
2018 Q2	$138K	Hold	1,041	–	–	0.03%	275
2018 Q1	$169K	Buy	1,041 +424	+69%	+$72.9K	0.04%	211
2017 Q4	$109K	Buy	617 +606	+5,509%	+$104K	0.03%	245
2017 Q3	$2K	Buy	+11	New	+$1.78K	﹤0.01%	757

Other funds holding CMI

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 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) 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

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Wealthcare Advisory Partners's CMI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Cummins (CMI) stake by 32% in Q2 2026, selling an estimated $1.37M and leaving 4,375 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #261.

Wealthcare Advisory Partners first reported a position in CMI in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.48M in Q1 2026. 704 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Wealthcare Advisory Partners held 4,375 shares of Cummins worth $3.12M as of Q2 2026.
Wealthcare Advisory Partners sold 2,086 Cummins shares in Q2 2026, an estimated $1.37M.
Cummins made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #261 holding.
Wealthcare Advisory Partners first reported a position in Cummins in Q3 2017 and has held it in 33 quarters since.
Wealthcare Advisory Partners's Cummins position peaked at $3.48M in Q1 2026.
704 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.