Brendel Financial Advisors’s C.H. Robinson CHRW Stock Holding History

Brendel Financial 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	$2.88M	Buy	15,265 +13,287	+672%	+$2.36M	1.33%	37
2026 Q1	$328K	Sell	1,978 -918	-32%	-$164K	0.16%	69
2025 Q4	$466K	Buy	2,896 +61	+2%	+$9.01K	0.23%	62
2025 Q3	$375K	Sell	2,835 -209	-7%	-$24.5K	0.19%	74
2025 Q2	$292K	Sell	3,044 -28,617	-90%	-$2.68M	0.16%	81
2025 Q1	$3.24M	Sell	31,661 -2,663	-8%	-$269K	1.97%	17
2024 Q4	$3.55M	Sell	34,324 -1,508	-4%	-$162K	2.14%	15
2024 Q3	$3.96M	Buy	35,832 +572	+2%	+$55.5K	2.24%	10
2024 Q2	$3.11M	Buy	+35,260	New	+$2.82M	1.98%	21

Other funds holding CHRW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Brendel Financial Advisors's CHRW Position: Q2 2026 in Review

Brendel Financial Advisors increased its C.H. Robinson (CHRW) stake by 672% in Q2 2026, buying an estimated $2.36M and bringing the position to 15,265 shares worth $2.88M. The position accounts for 1.33% of the portfolio, ranked #37.

Brendel Financial Advisors first reported a position in CHRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.96M in Q3 2024. 890 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Brendel Financial Advisors held 15,265 shares of C.H. Robinson worth $2.88M as of Q2 2026.
Brendel Financial Advisors bought 13,287 C.H. Robinson shares in Q2 2026, an estimated $2.36M.
C.H. Robinson made up 1.33% of Brendel Financial Advisors's portfolio in Q2 2026, its #37 holding.
Brendel Financial Advisors first reported a position in C.H. Robinson in Q2 2024 and has held it in 9 quarters since.
Brendel Financial Advisors's C.H. Robinson position peaked at $3.96M in Q3 2024.
890 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.