True Wealth Design’s CNH Industrial CNH Stock Holding History

True Wealth Design’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 Q3	$90.7K	Buy	7,060 +2,149	+44%	+$25.1K	0.02%	313
2026 Q2	$55.2K	Hold	4,911	–	–	0.01%	453
2026 Q1	$54K	Sell	4,911 -641	-12%	-$7.21K	0.02%	381
2025 Q4	$51.2K	Buy	5,552 +3,814	+219%	+$38.1K	0.02%	326
2025 Q3	$18.9K	Buy	1,738 +118	+7%	+$1.44K	0.01%	638
2025 Q2	$21K	Buy	1,620 +110	+7%	+$1.36K	0.01%	375
2025 Q1	$18.5K	Buy	1,510 +78	+5%	+$978	0.01%	357
2024 Q4	$16.2K	Hold	1,432	–	–	0.01%	346
2024 Q3	$15.9K	Buy	+1,432	New	+$14.6K	0.01%	353

Other funds holding CNH

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

True Wealth Design's CNH Position: Q3 2026 in Review

True Wealth Design increased its CNH Industrial (CNH) stake by 44% in Q3 2026, buying an estimated $25.1K and bringing the position to 7,060 shares worth $90.7K. The position accounts for 0.02% of the portfolio, ranked #313.

True Wealth Design first reported a position in CNH in Q3 2024 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold CNH as of Q3 2026.

True Wealth Design held 7,060 shares of CNH Industrial worth $90.7K as of Q3 2026.
True Wealth Design bought 2,149 CNH Industrial shares in Q3 2026, an estimated $25.1K.
CNH Industrial made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #313 holding.
True Wealth Design first reported a position in CNH Industrial in Q3 2024 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held CNH Industrial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.