AFW
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Avantra Family Wealth’s C.H. Robinson CHRW Stock Holding History

Avantra Family Wealth’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 		– Sell
-1,683
Closed -$279K – 173
2026
Q1 		$279K Buy
+1,683
New +$301K 0.21% 137

Other funds holding CHRW

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Avantra Family Wealth's CHRW Position: Q2 2026 in Review

Avantra Family Wealth sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 1,683 shares — an estimated $279K sold.

Avantra Family Wealth first reported a position in CHRW in Q1 2026 and held it in 1 quarter. The position peaked at $279K in Q1 2026. 317 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Avantra Family Wealth reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 1,683 C.H. Robinson shares in Q2 2026, an estimated $279K.
  • Avantra Family Wealth first reported a position in C.H. Robinson in Q1 2026 and held it in 1 quarter.
  • Avantra Family Wealth's C.H. Robinson position peaked at $279K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.