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Heartwood Wealth Advisors’s CNH Industrial CNH Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-9,205
Closed -$99.9K – 625
2025
Q3 		$99.9K Buy
+9,205
New +$112K 0.01% 253

Other funds holding CNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Heartwood Wealth Advisors's CNH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of CNH Industrial (CNH) in Q4 2025, closing a stake of 9,205 shares — an estimated $99.9K sold.

Heartwood Wealth Advisors first reported a position in CNH in Q3 2025 and held it in 1 quarter. The position peaked at $99.9K in Q3 2025. 532 funds tracked by Wall St. Rank hold CNH as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining CNH Industrial position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 9,205 CNH Industrial shares in Q4 2025, an estimated $99.9K.
  • Heartwood Wealth Advisors first reported a position in CNH Industrial in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's CNH Industrial position peaked at $99.9K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held CNH Industrial as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.