AWE
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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
Q3 		$536K Sell
3,621
-252
-7% -$41.1K 0.01% 463
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises's CHRW Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its C.H. Robinson (CHRW) stake by 6.5% in Q3 2026, selling an estimated $41.1K and leaving 3,621 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #463.

Avidian Wealth Enterprises first reported a position in CHRW in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.38M in Q1 2022. 20 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Avidian Wealth Enterprises held 3,621 shares of C.H. Robinson worth $536K as of Q3 2026.
  • Avidian Wealth Enterprises sold 252 C.H. Robinson shares in Q3 2026, an estimated $41.1K.
  • C.H. Robinson made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #463 holding.
  • Avidian Wealth Enterprises first reported a position in C.H. Robinson in Q1 2019 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's C.H. Robinson position peaked at $1.38M in Q1 2022.
  • 20 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.