AFW
CNH

Avantra Family Wealth’s CNH Industrial CNH Stock Holding History

Avantra Family Wealth’s Portfolio CNH Stock Details CNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,315
Closed -$190K – 190
2026
Q1 		$190K Buy
17,315
+3,895
+29% +$43.8K 0.14% 158
2025
Q4 		$124K Sell
13,420
-4,744
-26% -$47.4K 0.09% 157
2025
Q3 		$197K Buy
+18,164
New +$222K 0.15% 161
2025
Q2 		– Sell
-29,997
Closed -$368K – 166
2025
Q1 		$368K Buy
29,997
+18,170
+154% +$228K 0.35% 101
2024
Q4 		$134K Buy
+11,827
New +$135K 0.13% 152

Other funds holding CNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avantra Family Wealth's CNH Position: Q2 2026 in Review

Avantra Family Wealth sold out of CNH Industrial (CNH) in Q2 2026, closing a stake of 17,315 shares — an estimated $190K sold.

Avantra Family Wealth first reported a position in CNH in Q4 2024 and held it in 5 quarters. The position peaked at $368K in Q1 2025. 251 funds tracked by Wall St. Rank hold CNH as of Q2 2026.

  • Avantra Family Wealth reported no remaining CNH Industrial position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 17,315 CNH Industrial shares in Q2 2026, an estimated $190K.
  • Avantra Family Wealth first reported a position in CNH Industrial in Q4 2024 and held it in 5 quarters.
  • Avantra Family Wealth's CNH Industrial position peaked at $368K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held CNH Industrial as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.