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Birchwood Financial Partners’s C.H. Robinson CHRW Stock Holding History

Birchwood Financial Partners’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 		$919K Sell
4,880
-695
-12% -$123K 0.75% 31
2026
Q1 		$926K Hold
5,575
– – 0.89% 26
2025
Q4 		$896K Buy
+5,575
New +$824K 0.89% 25

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

Birchwood Financial Partners's CHRW Position: Q2 2026 in Review

Birchwood Financial Partners reduced its C.H. Robinson (CHRW) stake by 12% in Q2 2026, selling an estimated $123K and leaving 4,880 shares worth $919K. The position accounts for 0.75% of the portfolio, ranked #31.

Birchwood Financial Partners first reported a position in CHRW in Q4 2025 and has held it in 3 quarters since. The position peaked at $926K in Q1 2026. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Birchwood Financial Partners held 4,880 shares of C.H. Robinson worth $919K as of Q2 2026.
  • Birchwood Financial Partners sold 695 C.H. Robinson shares in Q2 2026, an estimated $123K.
  • C.H. Robinson made up 0.75% of Birchwood Financial Partners's portfolio in Q2 2026, its #31 holding.
  • Birchwood Financial Partners first reported a position in C.H. Robinson in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's C.H. Robinson position peaked at $926K in Q1 2026.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.