Action Point Financial Planning’s C.H. Robinson CHRW Stock Holding History

Action Point Financial Planning’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 Q2	$15.4K	Buy	+87	New	+$15.5K	﹤0.01%	1248

Other funds holding CHRW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Action Point Financial Planning's CHRW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in C.H. Robinson (CHRW) in Q2 2026: 87 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings.

886 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Action Point Financial Planning held 87 shares of C.H. Robinson worth $15.4K as of Q2 2026.
C.H. Robinson was a new Action Point Financial Planning position in Q2 2026.
C.H. Robinson made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1248 holding.
886 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.