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Advus Financial Partners, LLC’s Cummins CMI Stock Holding History

Advus Financial Partners, LLC’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 		$392K Hold
549
– – 0.09% 159
2026
Q1 		$295K Sell
549
-3
-0.5% -$1.7K 0.07% 187
2025
Q4 		$282K Sell
552
-70
-11% -$32.7K 0.07% 194
2025
Q3 		$263K Hold
622
– – 0.06% 219
2025
Q2 		$204K Buy
+622
New +$193K 0.05% 251
2025
Q1 		– Sell
-701
Closed -$244K – 240
2024
Q4 		$244K Buy
+701
New +$246K 0.07% 199

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advus Financial Partners, LLC's CMI Position: Q2 2026 in Review

Advus Financial Partners, LLC held its Cummins (CMI) position steady in Q2 2026 at 549 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #159.

Advus Financial Partners, LLC first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 2,097 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Advus Financial Partners, LLC held 549 shares of Cummins worth $392K as of Q2 2026.
  • Advus Financial Partners, LLC left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.09% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #159 holding.
  • Advus Financial Partners, LLC first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.