Wealthspire Advisors (New York)’s Cummins CMI Stock Holding History

Wealthspire Advisors (New York)’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	$1.38M	Buy	1,938 +21	+1%	+$13.8K	0.01%	496
2026 Q1	$1.03M	Sell	1,917 -30	-2%	-$17K	0.01%	405
2025 Q4	$994K	Buy	1,947 +502	+35%	+$235K	0.01%	428
2025 Q3	$610K	Sell	1,445 -105	-7%	-$40.3K	﹤0.01%	488
2025 Q2	$508K	Sell	1,550 -129	-8%	-$39.9K	﹤0.01%	535
2025 Q1	$526K	Sell	1,679 -208	-11%	-$73.3K	﹤0.01%	500
2024 Q4	$658K	Buy	1,887 +108	+6%	+$37.9K	0.01%	446
2024 Q3	$576K	Sell	1,779 -26	-1%	-$7.7K	0.01%	461
2024 Q2	$500K	Sell	1,805 -104	-5%	-$29.7K	0.01%	432
2024 Q1	$562K	Sell	1,909 -261	-12%	-$67.3K	0.01%	404
2023 Q4	$520K	Buy	2,170 +291	+15%	+$66.2K	0.01%	414
2023 Q3	$429K	Buy	+1,879	New	+$454K	0.01%	417
2023 Q1	–	Sell	-941	Closed	-$228K	–	548
2022 Q4	$228K	Buy	+941	New	+$224K	﹤0.01%	516
2022 Q1	–	Sell	-1,068	Closed	-$233K	–	456
2021 Q4	$233K	Buy	1,068 +49	+5%	+$11.2K	0.01%	488
2021 Q3	$229K	Buy	+1,019	New	+$239K	﹤0.01%	519
2021 Q2	–	Sell	-3,943	Closed	-$1.02M	–	431
2021 Q1	$1.02M	Buy	3,943 +604	+18%	+$151K	0.02%	262
2020 Q4	$758K	Buy	3,339 +1,490	+81%	+$335K	0.02%	244
2020 Q3	$390K	Buy	1,849 +118	+7%	+$23.5K	0.02%	201
2020 Q2	$300K	Sell	1,731 -1,499	-46%	-$240K	0.02%	209
2020 Q1	$437K	Buy	+3,230	New	+$504K	0.02%	317
2019 Q1	–	Sell	-166	Closed	-$22K	–	193
2018 Q4	$22K	Buy	+166	New	+$23.4K	﹤0.01%	318

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s CMI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Cummins (CMI) stake by 1.1% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,938 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #496.

Wealthspire Advisors (New York) first reported a position in CMI in Q4 2018 and has held it in 21 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Wealthspire Advisors (New York) held 1,938 shares of Cummins worth $1.38M as of Q2 2026.
Wealthspire Advisors (New York) bought 21 Cummins shares in Q2 2026, an estimated $13.8K.
Cummins made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #496 holding.
Wealthspire Advisors (New York) first reported a position in Cummins in Q4 2018 and has held it in 21 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.