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Sax Wealth Advisors’s CNH Industrial CNH Stock Holding History

Sax 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
2026
Q2 		$163K Buy
14,819
+247
+2% +$2.63K 0.01% 528
2026
Q1 		$134K Hold
14,572
– – 0.01% 479
2025
Q4 		$134K Buy
+14,572
New +$146K 0.01% 485

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 $3.38T AUM 44.17% 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

Sax Wealth Advisors's CNH Position: Q2 2026 in Review

Sax Wealth Advisors increased its CNH Industrial (CNH) stake by 1.7% in Q2 2026, buying an estimated $2.63K and bringing the position to 14,819 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #528.

Sax Wealth Advisors first reported a position in CNH in Q4 2025 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold CNH as of Q2 2026.

  • Sax Wealth Advisors held 14,819 shares of CNH Industrial worth $163K as of Q2 2026.
  • Sax Wealth Advisors bought 247 CNH Industrial shares in Q2 2026, an estimated $2.63K.
  • CNH Industrial made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #528 holding.
  • Sax Wealth Advisors first reported a position in CNH Industrial in Q4 2025 and has held it in 3 quarters since.
  • 521 funds tracked by Wall St. Rank held CNH Industrial as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.