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Cummins shares owned by One Wealth Advisors

Quarter-by-quarter ownership of Cummins (CMI) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 493 422.37
2019-12-31 $207k 1.2k 179.38
2018-09-30 $10k 69 144.93
2018-06-30 $8.0k 60 133.33
2018-03-31 $83k 509 163.06
2017-12-31 $175k 993 176.23

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Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Core Msci Emkt (IEMG)

View all positions for One Wealth Advisors

Top funds holding Cummins

Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Fisher Investments
Northern Trust
Royal Bank of Canada
Dimensional Fund Advisors
Raymond James Financial
Ubs Global Asset Management Americas
Bank of New York Mellon
First Eagle Investment Management
Ameriprise Financial

View all funds holding Cummins