Murphy Pohlad Asset Management’s CNH Industrial CNH Stock Holding History

Murphy Pohlad Asset Management’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	-18,100	Closed	-$199K	–	145
2026 Q1	$199K	Sell	18,100 -5,800	-24%	-$65.2K	0.07%	131
2025 Q4	$220K	Sell	23,900 -40,650	-63%	-$406K	0.08%	120
2025 Q3	$700K	Sell	64,550 -149,540	-70%	-$1.83M	0.27%	85
2025 Q2	$2.77M	Sell	214,090 -2,000	-0.9%	-$24.7K	1.17%	39
2025 Q1	$2.65M	Buy	216,090 +17,600	+9%	+$221K	1.13%	37
2024 Q4	$2.25M	Buy	198,490 +2,655	+1%	+$30.2K	0.97%	45
2024 Q3	$2.17M	Sell	195,835 -80,025	-29%	-$815K	0.9%	48
2024 Q2	$2.79M	Buy	275,860 +1,800	+0.7%	+$20.4K	1.21%	37
2024 Q1	$3.55M	Buy	274,060 +21,260	+8%	+$257K	1.39%	27
2023 Q4	$3.08M	Buy	+252,800	New	+$2.82M	1.27%	33

Other funds holding CNH

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Murphy Pohlad Asset Management's CNH Position: Q2 2026 in Review

Murphy Pohlad Asset Management sold out of CNH Industrial (CNH) in Q2 2026, closing a stake of 18,100 shares — an estimated $199K sold.

Murphy Pohlad Asset Management first reported a position in CNH in Q4 2023 and held it in 10 quarters. The position peaked at $3.55M in Q1 2024. 164 funds tracked by Wall St. Rank hold CNH as of Q2 2026.

Murphy Pohlad Asset Management reported no remaining CNH Industrial position as of Q2 2026 after selling out during the quarter.
Murphy Pohlad Asset Management sold 18,100 CNH Industrial shares in Q2 2026, an estimated $199K.
Murphy Pohlad Asset Management first reported a position in CNH Industrial in Q4 2023 and held it in 10 quarters.
Murphy Pohlad Asset Management's CNH Industrial position peaked at $3.55M in Q1 2024.
164 funds tracked by Wall St. Rank held CNH Industrial as of Q2 2026.

Based on Murphy Pohlad Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.