BHWM
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Bay Harbor Wealth Management’s C.H. Robinson CHRW Stock Holding History

Bay Harbor Wealth Management’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 		$4.9K Buy
26
+4
+18% +$710 ﹤0.01% 430
2026
Q1 		$3.67K Buy
22
+9
+69% +$1.61K ﹤0.01% 402
2025
Q4 		$2.1K Buy
13
+5
+63% +$739 ﹤0.01% 471
2025
Q3 		$1.06K Buy
8
+1
+14% +$117 ﹤0.01% 514
2025
Q2 		$674 Buy
7
+3
+75% +$281 ﹤0.01% 557
2025
Q1 		$410 Buy
+4
New +$404 ﹤0.01% 478

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

Bay Harbor Wealth Management's CHRW Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its C.H. Robinson (CHRW) stake by 18% in Q2 2026, buying an estimated $710 and bringing the position to 26 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Bay Harbor Wealth Management first reported a position in CHRW in Q1 2025 and has held it in 6 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Bay Harbor Wealth Management held 26 shares of C.H. Robinson worth $4.9K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 C.H. Robinson shares in Q2 2026, an estimated $710.
  • C.H. Robinson made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Bay Harbor Wealth Management first reported a position in C.H. Robinson in Q1 2025 and has held it in 6 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.