BRWA
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B. Riley Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

B. Riley Wealth Advisors’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 		$253K Buy
1,369
+5
+0.4% +$888 0.01% 685
2026
Q1 		$221K Buy
+1,364
New +$244K 0.01% 683
2024
Q3 		– Sell
-3,767
Closed -$335K – 1289
2024
Q2 		$335K Sell
3,767
-1,140
-23% -$91K 0.01% 981
2024
Q1 		$426K Buy
4,907
+484
+11% +$37.8K 0.01% 878
2023
Q4 		$385K Sell
4,423
-484
-10% -$40.6K 0.01% 946
2023
Q3 		$426K Sell
4,907
-395
-7% -$36.9K 0.01% 878
2023
Q2 		$503K Buy
5,302
+462
+10% +$44.7K 0.01% 850
2023
Q1 		$484K Sell
4,840
-221
-4% -$21.8K 0.01% 817
2022
Q4 		$466K Sell
5,061
-197
-4% -$18.8K 0.01% 817
2022
Q3 		$507K Buy
5,258
+738
+16% +$79.3K 0.02% 755
2022
Q2 		$459K Buy
4,520
+2
+0% +$209 0.02% 693
2022
Q1 		$487K Buy
4,518
+25
+0.6% +$2.54K 0.02% 762
2021
Q4 		$484K Sell
4,493
-70
-2% -$6.8K 0.01% 824
2021
Q3 		$397K Buy
4,563
+276
+6% +$25K 0.01% 895
2021
Q2 		$402K Sell
4,287
-13
-0.3% -$1.27K 0.01% 879
2021
Q1 		$410K Buy
4,300
+2
+0% +$187 0.01% 835
2020
Q4 		$404K Sell
4,298
-629
-13% -$60K 0.02% 607
2020
Q3 		$496K Buy
4,927
+27
+0.6% +$2.54K 0.03% 534
2020
Q2 		$389K Sell
4,900
-134
-3% -$10.1K 0.03% 536
2020
Q1 		$335K Buy
5,034
+540
+12% +$38.8K 0.03% 508
2019
Q4 		$353K Sell
4,494
-288
-6% -$22.9K 0.03% 537
2019
Q3 		$406K Sell
4,782
-631
-12% -$53K 0.04% 473
2019
Q2 		$457K Buy
5,413
+1,669
+45% +$140K 0.05% 409
2019
Q1 		$326K Sell
3,744
-3
-0.1% -$263 0.04% 462
2018
Q4 		$316K Sell
3,747
-447
-11% -$40K 0.05% 417
2018
Q3 		$411K Buy
4,194
+900
+27% +$84.4K 0.05% 398
2018
Q2 		$277K Buy
3,294
+513
+18% +$45.8K 0.04% 498
2018
Q1 		$262K Buy
+2,781
New +$256K 0.04% 495
2015
Q1 		– Sell
-5
Closed – – 796
2014
Q4 		$0 Buy
+5
New +$357 ﹤0.01% 3678

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 $60.8B AUM 26.63% 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

B. Riley Wealth Advisors's CHRW Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its C.H. Robinson (CHRW) stake by 0.37% in Q2 2026, buying an estimated $888 and bringing the position to 1,369 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #685.

B. Riley Wealth Advisors first reported a position in CHRW in Q4 2014 and has held it in 29 quarters since. The position peaked at $507K in Q3 2022. 892 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • B. Riley Wealth Advisors held 1,369 shares of C.H. Robinson worth $253K as of Q2 2026.
  • B. Riley Wealth Advisors bought 5 C.H. Robinson shares in Q2 2026, an estimated $888.
  • C.H. Robinson made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #685 holding.
  • B. Riley Wealth Advisors first reported a position in C.H. Robinson in Q4 2014 and has held it in 29 quarters since.
  • B. Riley Wealth Advisors's C.H. Robinson position peaked at $507K in Q3 2022.
  • 892 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.