Turtle Creek Wealth Advisors’s Cummins CMI Stock Holding History

Turtle Creek Wealth 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	$1.02M	Sell	1,428 -30	-2%	-$19.8K	0.05%	163
2026 Q1	$784K	Buy	1,458 +638	+78%	+$361K	0.06%	164
2025 Q4	$419K	Buy	820 +60	+8%	+$28K	0.03%	247
2025 Q3	$321K	Buy	+760	New	+$291K	0.03%	263
2024 Q1	–	Sell	-45	Closed	-$10.8K	–	316
2023 Q4	$10.8K	Buy	+45	New	+$10.2K	﹤0.01%	537

Other funds holding CMI

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Turtle Creek Wealth Advisors's CMI Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Cummins (CMI) stake by 2.1% in Q2 2026, selling an estimated $19.8K and leaving 1,428 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #163.

Turtle Creek Wealth Advisors first reported a position in CMI in Q4 2023 and has held it in 5 quarters since. 1,067 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Turtle Creek Wealth Advisors held 1,428 shares of Cummins worth $1.02M as of Q2 2026.
Turtle Creek Wealth Advisors sold 30 Cummins shares in Q2 2026, an estimated $19.8K.
Cummins made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Turtle Creek Wealth Advisors first reported a position in Cummins in Q4 2023 and has held it in 5 quarters since.
1,067 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.