Tortoise Investment Management’s Cummins CMI Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-9	Closed	-$3.8K	–	462
2025 Q3	$3.8K	Buy	9 +3	+50%	+$1.15K	﹤0.01%	743
2025 Q2	$1.97K	Buy	+6	New	+$1.86K	﹤0.01%	806
2020 Q1	–	Sell	-50	Closed	-$9K	–	551
2019 Q4	$9K	Hold	50	–	–	﹤0.01%	418
2019 Q3	$8K	Buy	+50	New	+$8K	﹤0.01%	428
2014 Q3	–	Sell	-80	Closed	-$12K	–	393
2014 Q2	$12K	Buy	+80	New	+$12.1K	0.01%	303
2013 Q3	–	Sell	-28	Closed	-$3K	–	369
2013 Q2	$3K	Buy	+28	New	+$3.18K	﹤0.01%	312

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's CMI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Cummins (CMI) in Q4 2025, closing a stake of 9 shares — an estimated $3.8K sold.

Tortoise Investment Management first reported a position in CMI in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q2 2014. 1,874 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

Tortoise Investment Management reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 9 Cummins shares in Q4 2025, an estimated $3.8K.
Tortoise Investment Management first reported a position in Cummins in Q2 2013 and held it in 6 quarters.
Tortoise Investment Management's Cummins position peaked at $12K in Q2 2014.
1,874 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.