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Beacon Investment Advisory Services’s C.H. Robinson CHRW Stock Holding History

Beacon Investment Advisory Services’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 		$37.7K Hold
200
– – ﹤0.01% 470
2026
Q1 		$33.2K Buy
+200
New +$35.8K ﹤0.01% 490

Other funds holding CHRW

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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

Beacon Investment Advisory Services's CHRW Position: Q2 2026 in Review

Beacon Investment Advisory Services held its C.H. Robinson (CHRW) position steady in Q2 2026 at 200 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Beacon Investment Advisory Services first reported a position in CHRW in Q1 2026 and has held it in 2 quarters since. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Beacon Investment Advisory Services held 200 shares of C.H. Robinson worth $37.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its C.H. Robinson share count unchanged in Q2 2026.
  • C.H. Robinson made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #470 holding.
  • Beacon Investment Advisory Services first reported a position in C.H. Robinson in Q1 2026 and has held it in 2 quarters since.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.