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Bogart Wealth LLC’s C.H. Robinson CHRW Stock Holding History

Bogart Wealth LLC’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 		$3.01K Buy
16
+11
+220% +$1.95K ﹤0.01% 1349
2026
Q1 		$830 Sell
5
-2
-29% -$358 ﹤0.01% 1486
2025
Q4 		$1.13K Buy
7
+3
+75% +$443 ﹤0.01% 1290
2025
Q3 		$530 Buy
+4
New +$469 ﹤0.01% 1405
2024
Q2 		– Sell
-140
Closed -$11.2K – 1127
2024
Q1 		$10.6K Sell
140
-47
-25% -$3.67K ﹤0.01% 634
2023
Q4 		$16.1K Buy
187
+1
+0.5% +$84 ﹤0.01% 542
2023
Q3 		$16K Buy
186
+1
+0.5% +$93 ﹤0.01% 515
2023
Q2 		$17.4K Buy
185
+1
+0.5% +$97 ﹤0.01% 487
2023
Q1 		$18.3K Buy
184
+102
+124% +$10K ﹤0.01% 473
2022
Q4 		$7.53K Hold
82
– – ﹤0.01% 598
2022
Q3 		$8K Buy
82
+34
+71% +$3.65K ﹤0.01% 589
2022
Q2 		$5K Hold
48
– – ﹤0.01% 630
2022
Q1 		$5K Sell
48
-21
-30% -$2.13K ﹤0.01% 569
2021
Q4 		$7K Buy
+69
New +$6.7K ﹤0.01% 507

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CHRW Position: Q2 2026 in Review

Bogart Wealth LLC increased its C.H. Robinson (CHRW) stake by 220% in Q2 2026, buying an estimated $1.95K and bringing the position to 16 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Bogart Wealth LLC first reported a position in CHRW in Q4 2021 and has held it in 14 quarters since. The position peaked at $18.3K in Q1 2023. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Bogart Wealth LLC held 16 shares of C.H. Robinson worth $3.01K as of Q2 2026.
  • Bogart Wealth LLC bought 11 C.H. Robinson shares in Q2 2026, an estimated $1.95K.
  • C.H. Robinson made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1349 holding.
  • Bogart Wealth LLC first reported a position in C.H. Robinson in Q4 2021 and has held it in 14 quarters since.
  • Bogart Wealth LLC's C.H. Robinson position peaked at $18.3K in Q1 2023.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.