Carson Wealth (CWM LLC)
CNH

Carson Wealth (CWM LLC)’s CNH Industrial CNH Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.48M Buy
497,941
+83,708
+20% +$941K 0.01% 777
2025
Q4 		$3.82M Buy
414,233
+220,328
+114% +$2.2M 0.01% 884
2025
Q3 		$2.1M Sell
193,905
-34,547
-15% -$422K 0.01% 1069
2025
Q2 		$2.96M Sell
228,452
-6,466
-3% -$79.9K 0.01% 793
2025
Q1 		$2.88M Sell
234,918
-375
-0.2% -$4.7K 0.01% 703
2024
Q4 		$2.67M Buy
235,293
+128,836
+121% +$1.47M 0.01% 675
2024
Q3 		$1.18M Buy
106,457
+45,517
+75% +$463K 0.01% 931
2024
Q2 		$617K Buy
60,940
+46,892
+334% +$531K ﹤0.01% 1108
2024
Q1 		$182K Buy
14,048
+7,540
+116% +$91.2K ﹤0.01% 1559
2023
Q4 		$79K Buy
6,508
+1,125
+21% +$12.6K ﹤0.01% 1896
2023
Q3 		$65K Buy
5,383
+1,220
+29% +$16.9K ﹤0.01% 1912
2023
Q2 		$60K Buy
4,163
+556
+15% +$7.81K ﹤0.01% 1863
2023
Q1 		$55K Sell
3,607
-40
-1% -$648 ﹤0.01% 1817
2022
Q4 		$59K Sell
3,647
-60
-2% -$864 ﹤0.01% 1644
2022
Q3 		$41K Buy
3,707
+3,463
+1,419% +$41.7K ﹤0.01% 1761
2022
Q2 		$3K Buy
244
+127
+109% +$1.81K ﹤0.01% 3262
2022
Q1 		$2K Sell
117
-60
-34% -$933 ﹤0.01% 3254
2021
Q4 		$3K Buy
+177
New +$2.71K ﹤0.01% 3055
2021
Q2 		$2K Hold
134
– – ﹤0.01% 2720
2021
Q1 		$2K Hold
134
– – ﹤0.01% 2720
2020
Q4 		$2K Hold
134
– – ﹤0.01% 2719
2020
Q3 		$2K Hold
134
– – ﹤0.01% 2718
2020
Q2 		$2K Hold
134
– – ﹤0.01% 2717
2020
Q1 		$2K Hold
134
– – ﹤0.01% 2717
2019
Q4 		$2K Hold
134
– – ﹤0.01% 2715
2019
Q3 		$2K Hold
134
– – ﹤0.01% 2715
2019
Q2 		$2K Hold
134
– – ﹤0.01% 2714
2019
Q1 		$2K Buy
+134
New +$1.2K ﹤0.01% 2710
2018
Q2 		– Sell
-31
Closed – – 1794
2018
Q1 		$0 Buy
+31
New +$375 ﹤0.01% 1555

Other funds holding CNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CNH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CNH Industrial (CNH) stake by 20% in Q1 2026, buying an estimated $941K and bringing the position to 497,941 shares worth $5.48M. The position accounts for 0.01% of the portfolio, ranked #777.

Carson Wealth (CWM LLC) first reported a position in CNH in Q1 2018 and has held it in 29 quarters since. 538 funds tracked by Wall St. Rank hold CNH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 497,941 shares of CNH Industrial worth $5.48M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 83,708 CNH Industrial shares in Q1 2026, an estimated $941K.
  • CNH Industrial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #777 holding.
  • Carson Wealth (CWM LLC) first reported a position in CNH Industrial in Q1 2018 and has held it in 29 quarters since.
  • 538 funds tracked by Wall St. Rank held CNH Industrial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.