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 Q2	$2.87M	Buy	4,026 +1,824	+83%	+$1.2M	0.03%	86
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 $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 $3.37T AUM 44.26% 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

Tortoise Capital Advisors's CMI Position: Q2 2026 in Review

Tortoise Capital Advisors increased its Cummins (CMI) stake by 83% in Q2 2026, buying an estimated $1.2M and bringing the position to 4,026 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #86.

Tortoise Capital Advisors first reported a position in CMI in Q2 2021 and has held it in 9 quarters since. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Tortoise Capital Advisors held 4,026 shares of Cummins worth $2.87M as of Q2 2026.
Tortoise Capital Advisors bought 1,824 Cummins shares in Q2 2026, an estimated $1.2M.
Cummins made up 0.03% of Tortoise Capital Advisors's portfolio in Q2 2026, its #86 holding.
Tortoise Capital Advisors first reported a position in Cummins in Q2 2021 and has held it in 9 quarters since.
2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.