Superior Planning, LLC’s C.H. Robinson CHRW Stock Holding History

Superior Planning, LLC’s Portfolio CHRW Stock Details CHRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.14K	Buy	+28	New	+$4.56K	﹤0.01%	1276

Other funds holding CHRW

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's CHRW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in C.H. Robinson (CHRW) in Q3 2026: 28 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #1276 among its holdings.

600 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

Superior Planning, LLC held 28 shares of C.H. Robinson worth $4.14K as of Q3 2026.
C.H. Robinson was a new Superior Planning, LLC position in Q3 2026.
C.H. Robinson made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1276 holding.
600 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.