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
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 $5.72T AUM 30.48% 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 $408B AUM 30.18% 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 $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Integrated Wealth Concepts's CNH Position: Q1 2026 in Review

Integrated Wealth Concepts increased its CNH Industrial (CNH) stake by 70% in Q1 2026, buying an estimated $235K and bringing the position to 51,001 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Integrated Wealth Concepts first reported a position in CNH in Q4 2024 and has held it in 6 quarters since. 534 funds tracked by Wall St. Rank hold CNH as of Q1 2026.

  • Integrated Wealth Concepts held 51,001 shares of CNH Industrial worth $561K as of Q1 2026.
  • Integrated Wealth Concepts bought 20,926 CNH Industrial shares in Q1 2026, an estimated $235K.
  • CNH Industrial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1469 holding.
  • Integrated Wealth Concepts first reported a position in CNH Industrial in Q4 2024 and has held it in 6 quarters since.
  • 534 funds tracked by Wall St. Rank held CNH Industrial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.