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Beacon Pointe Advisors’s C.H. Robinson CHRW Stock Holding History

Beacon Pointe 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 		$534K Sell
2,836
-60
-2% -$10.7K ﹤0.01% 1310
2026
Q1 		$481K Buy
2,896
+1,440
+99% +$258K ﹤0.01% 1318
2025
Q4 		$234K Buy
+1,456
New +$215K ﹤0.01% 1370
2025
Q2 		– Sell
-41,747
Closed -$4.27M – 1257
2025
Q1 		$4.27M Buy
+41,747
New +$4.22M 0.05% 327
2023
Q4 		– Sell
-42,600
Closed -$3.67M – 1336
2023
Q3 		$3.67M Buy
42,600
+40,020
+1,551% +$3.74M 0.05% 333
2023
Q2 		$243K Buy
2,580
+548
+27% +$53K ﹤0.01% 949
2023
Q1 		$202K Sell
2,032
-1,007
-33% -$99.1K ﹤0.01% 1070
2022
Q4 		$278K Buy
3,039
+500
+20% +$47.6K 0.01% 887
2022
Q3 		$243K Buy
2,539
+330
+15% +$35.5K 0.01% 858
2022
Q2 		$226K Sell
2,209
-58,444
-96% -$6.1M ﹤0.01% 933
2022
Q1 		$6.53M Buy
60,653
+49,763
+457% +$5.05M 0.09% 207
2021
Q4 		$1.17M Buy
10,890
+5,326
+96% +$517K 0.03% 347
2021
Q3 		$484K Sell
5,564
-2,132
-28% -$193K 0.01% 550
2021
Q2 		$721K Buy
7,696
+4,819
+168% +$470K 0.03% 390
2021
Q1 		$276K Buy
+2,877
New +$269K 0.02% 403
2019
Q2 		– Sell
-19,741
Closed -$1.72M – 206
2019
Q1 		$1.72M Buy
+19,741
New +$1.73M 0.64% 47

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

Beacon Pointe Advisors's CHRW Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its C.H. Robinson (CHRW) stake by 2.1% in Q2 2026, selling an estimated $10.7K and leaving 2,836 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Beacon Pointe Advisors first reported a position in CHRW in Q1 2019 and has held it in 16 quarters since. The position peaked at $6.53M in Q1 2022. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Beacon Pointe Advisors held 2,836 shares of C.H. Robinson worth $534K as of Q2 2026.
  • Beacon Pointe Advisors sold 60 C.H. Robinson shares in Q2 2026, an estimated $10.7K.
  • C.H. Robinson made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1310 holding.
  • Beacon Pointe Advisors first reported a position in C.H. Robinson in Q1 2019 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's C.H. Robinson position peaked at $6.53M in Q1 2022.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.