AWE
CHRW icon

Avidian Wealth Enterprises’s C.H. Robinson CHRW Stock Holding History

Avidian Wealth Enterprises’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 		$729K Buy
3,873
+88
+2% +$15.6K 0.02% 394
2026
Q1 		$629K Buy
3,785
+166
+5% +$29.7K 0.02% 395
2025
Q4 		$582K Buy
3,619
+151
+4% +$22.3K 0.02% 347
2025
Q3 		$459K Sell
3,468
-411
-11% -$48.2K 0.02% 386
2025
Q2 		$372K Sell
3,879
-85
-2% -$7.96K 0.02% 399
2025
Q1 		$406K Sell
3,964
-35
-0.9% -$3.54K 0.02% 355
2024
Q4 		$413K Sell
3,999
-11
-0.3% -$1.18K 0.02% 335
2024
Q3 		$443K Sell
4,010
-285
-7% -$27.7K 0.02% 315
2024
Q2 		$379K Buy
4,295
+60
+1% +$4.79K 0.02% 343
2024
Q1 		$322K Buy
4,235
+6
+0.1% +$469 0.02% 343
2023
Q4 		$365K Sell
4,229
-90
-2% -$7.54K 0.02% 309
2023
Q3 		$372K Sell
4,319
-4,311
-50% -$402K 0.03% 295
2023
Q2 		$814K Buy
8,630
+179
+2% +$17.3K 0.05% 209
2023
Q1 		$840K Sell
8,451
-163
-2% -$16K 0.05% 222
2022
Q4 		$789K Sell
8,614
-1,521
-15% -$145K 0.05% 208
2022
Q3 		$976K Buy
10,135
+449
+5% +$48.2K 0.07% 151
2022
Q2 		$982K Sell
9,686
-3,126
-24% -$326K 0.07% 171
2022
Q1 		$1.38M Buy
12,812
+2,875
+29% +$292K 0.08% 154
2021
Q4 		$1.07M Buy
9,937
+313
+3% +$30.4K 0.07% 179
2021
Q3 		$837K Buy
9,624
+3,176
+49% +$287K 0.06% 149
2021
Q2 		$604K Buy
6,448
+896
+16% +$87.3K 0.05% 187
2021
Q1 		$530K Buy
5,552
+275
+5% +$25.7K 0.05% 200
2020
Q4 		$495K Buy
+5,277
New +$503K 0.05% 189
2019
Q2 		– Sell
-4,309
Closed -$375K – 147
2019
Q1 		$375K Buy
+4,309
New +$378K 0.08% 80

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

Avidian Wealth Enterprises's CHRW Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its C.H. Robinson (CHRW) stake by 2.3% in Q2 2026, buying an estimated $15.6K and bringing the position to 3,873 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #394.

Avidian Wealth Enterprises first reported a position in CHRW in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.38M in Q1 2022. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Avidian Wealth Enterprises held 3,873 shares of C.H. Robinson worth $729K as of Q2 2026.
  • Avidian Wealth Enterprises bought 88 C.H. Robinson shares in Q2 2026, an estimated $15.6K.
  • C.H. Robinson made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #394 holding.
  • Avidian Wealth Enterprises first reported a position in C.H. Robinson in Q1 2019 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's C.H. Robinson position peaked at $1.38M in Q1 2022.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.