BWM
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Bernard Wealth Management’s C.H. Robinson CHRW Stock Holding History

Bernard 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 		$151K Hold
800
– – 0.06% 74
2026
Q1 		$133K Hold
800
– – 0.06% 79
2025
Q4 		$129K Hold
800
– – 0.05% 85
2025
Q3 		$106K Hold
800
– – 0.04% 89
2025
Q2 		$76.8K Hold
800
– – 0.04% 106
2025
Q1 		$81.9K Hold
800
– – 0.04% 93
2024
Q4 		$82.7K Buy
+800
New +$86.1K 0.04% 94

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

Bernard Wealth Management's CHRW Position: Q2 2026 in Review

Bernard Wealth Management held its C.H. Robinson (CHRW) position steady in Q2 2026 at 800 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #74.

Bernard Wealth Management first reported a position in CHRW in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Bernard Wealth Management held 800 shares of C.H. Robinson worth $151K as of Q2 2026.
  • Bernard Wealth Management left its C.H. Robinson share count unchanged in Q2 2026.
  • C.H. Robinson made up 0.06% of Bernard Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Bernard Wealth Management first reported a position in C.H. Robinson in Q4 2024 and has held it in 7 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.