SWIM
CNH

Smallwood Wealth Investment Management’s CNH Industrial CNH Stock Holding History

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-77
Closed -$997 – 599
2025
Q2 		$997 Buy
+77
New +$951 ﹤0.01% 455

Other funds holding CNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smallwood Wealth Investment Management's CNH Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of CNH Industrial (CNH) in Q3 2025, closing a stake of 77 shares — an estimated $997 sold.

Smallwood Wealth Investment Management first reported a position in CNH in Q2 2025 and held it in 1 quarter. The position peaked at $997 in Q2 2025. 537 funds tracked by Wall St. Rank hold CNH as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining CNH Industrial position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 77 CNH Industrial shares in Q3 2025, an estimated $997.
  • Smallwood Wealth Investment Management first reported a position in CNH Industrial in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's CNH Industrial position peaked at $997 in Q2 2025.
  • 537 funds tracked by Wall St. Rank held CNH Industrial as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.