IWC
CNH

Integrated Wealth Concepts’s CNH Industrial CNH Stock Holding History

Integrated Wealth Concepts’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 		$381K Sell
33,915
-17,086
-34% -$182K ﹤0.01% 1839
2026
Q1 		$561K Buy
51,001
+20,926
+70% +$235K ﹤0.01% 1469
2025
Q4 		$277K Buy
30,075
+10,505
+54% +$105K ﹤0.01% 1357
2025
Q3 		$212K Buy
19,570
+77
+0.4% +$940 ﹤0.01% 1823
2025
Q2 		$253K Buy
19,493
+3,350
+21% +$41.4K ﹤0.01% 1641
2025
Q1 		$198K Buy
16,143
+1,772
+12% +$22.2K ﹤0.01% 1632
2024
Q4 		$163K Buy
+14,371
New +$163K ﹤0.01% 1632

Other funds holding CNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Integrated Wealth Concepts's CNH Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CNH Industrial (CNH) stake by 34% in Q2 2026, selling an estimated $182K and leaving 33,915 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Integrated Wealth Concepts first reported a position in CNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $561K in Q1 2026. 521 funds tracked by Wall St. Rank hold CNH as of Q2 2026.

  • Integrated Wealth Concepts held 33,915 shares of CNH Industrial worth $381K as of Q2 2026.
  • Integrated Wealth Concepts sold 17,086 CNH Industrial shares in Q2 2026, an estimated $182K.
  • CNH Industrial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1839 holding.
  • Integrated Wealth Concepts first reported a position in CNH Industrial in Q4 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's CNH Industrial position peaked at $561K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held CNH Industrial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.