Tortoise Capital Advisors’s Cummins CMI Stock Holding History

Tortoise Capital Advisors’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 Q1	$1.18M	Buy	2,202 +752	+52%	+$426K	0.01%	86
2025 Q4	$740K	Sell	1,450 -548	-27%	-$256K	0.01%	79
2025 Q3	$844K	Buy	+1,998	New	+$766K	0.01%	69
2022 Q3	–	Sell	-8	Closed	-$2K	–	125
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	128
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	130
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	127
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	147
2021 Q2	$2K	Buy	+8	New	+$2.05K	﹤0.01%	132

Other funds holding CMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tortoise Capital Advisors's CMI Position: Q1 2026 in Review

Tortoise Capital Advisors increased its Cummins (CMI) stake by 52% in Q1 2026, buying an estimated $426K and bringing the position to 2,202 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #86.

Tortoise Capital Advisors first reported a position in CMI in Q2 2021 and has held it in 8 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Tortoise Capital Advisors held 2,202 shares of Cummins worth $1.18M as of Q1 2026.
Tortoise Capital Advisors bought 752 Cummins shares in Q1 2026, an estimated $426K.
Cummins made up 0.01% of Tortoise Capital Advisors's portfolio in Q1 2026, its #86 holding.
Tortoise Capital Advisors first reported a position in Cummins in Q2 2021 and has held it in 8 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Tortoise Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.