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Avantax Planning Partners’s C.H. Robinson CHRW Stock Holding History

Avantax Planning Partners’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 		$676K Sell
3,589
-275
-7% -$48.8K 0.02% 244
2026
Q1 		$642K Sell
3,864
-2,337
-38% -$418K 0.02% 242
2025
Q4 		$997K Buy
6,201
+352
+6% +$52K 0.03% 194
2025
Q3 		$774K Sell
5,849
-1,634
-22% -$192K 0.02% 216
2025
Q2 		$718K Buy
7,483
+790
+12% +$74K 0.02% 218
2025
Q1 		$685K Sell
6,693
-89,679
-93% -$9.06M 0.02% 215
2024
Q4 		$9.96M Sell
96,372
-3,948
-4% -$425K 0.36% 42
2024
Q3 		$11.1M Sell
100,320
-2,690
-3% -$261K 0.4% 38
2024
Q2 		$9.08M Sell
103,010
-1,509
-1% -$120K 0.29% 62
2024
Q1 		$7.96M Buy
+104,519
New +$8.17M 0.26% 67
2018
Q2 		– Sell
-34
Closed -$3K – 448
2018
Q1 		$3K Buy
+34
New +$3.13K ﹤0.01% 1497

Other funds holding CHRW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avantax Planning Partners's CHRW Position: Q2 2026 in Review

Avantax Planning Partners reduced its C.H. Robinson (CHRW) stake by 7.1% in Q2 2026, selling an estimated $48.8K and leaving 3,589 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #244.

Avantax Planning Partners first reported a position in CHRW in Q1 2018 and has held it in 11 quarters since. The position peaked at $11.1M in Q3 2024. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Avantax Planning Partners held 3,589 shares of C.H. Robinson worth $676K as of Q2 2026.
  • Avantax Planning Partners sold 275 C.H. Robinson shares in Q2 2026, an estimated $48.8K.
  • C.H. Robinson made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #244 holding.
  • Avantax Planning Partners first reported a position in C.H. Robinson in Q1 2018 and has held it in 11 quarters since.
  • Avantax Planning Partners's C.H. Robinson position peaked at $11.1M in Q3 2024.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.