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Cummins shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Cummins

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All positions including Cummins held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 678 422.45
2025-06-30 $246k 750 327.49
2025-03-31 $243k 774 313.77
2024-12-31 $316k 906 348.66
2023-03-31 $356k 1.5k 238.80

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

Top funds holding Cummins

Vanguard Group
BlackRock
State Street Corporation
FMR
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
Hotchkis and Wiley Capital Management

View all funds holding Cummins