Broadwater Capital’s C.H. Robinson CHRW Stock Holding History

Broadwater Capital’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	$791K	Hold	4,199	–	–	0.57%	35
2026 Q1	$675K	Hold	4,199	–	–	0.5%	42
2025 Q4	$675K	Hold	4,199	–	–	0.5%	42
2025 Q3	$556K	Sell	4,199 -398,695	-99%	-$46.8M	0.41%	52
2025 Q2	$403M	Buy	402,894 +398,695	+9,495%	+$37.4M	0.31%	61
2025 Q1	$430K	Hold	4,199	–	–	0.34%	58
2024 Q4	$434K	Hold	4,199	–	–	0.33%	57
2024 Q3	$463K	Hold	4,199	–	–	0.34%	55
2024 Q2	$370K	Hold	4,199	–	–	0.29%	61
2024 Q1	$320K	Sell	4,199 -400	-9%	-$31.3K	0.25%	64
2023 Q4	$397K	Buy	+4,599	New	+$385K	0.31%	59

Other funds holding CHRW

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Broadwater Capital's CHRW Position: Q2 2026 in Review

Broadwater Capital held its C.H. Robinson (CHRW) position steady in Q2 2026 at 4,199 shares worth $791K. The position accounts for 0.57% of the portfolio, ranked #35.

Broadwater Capital first reported a position in CHRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $403M in Q2 2025. 402 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Broadwater Capital held 4,199 shares of C.H. Robinson worth $791K as of Q2 2026.
Broadwater Capital left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up 0.57% of Broadwater Capital's portfolio in Q2 2026, its #35 holding.
Broadwater Capital first reported a position in C.H. Robinson in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's C.H. Robinson position peaked at $403M in Q2 2025.
402 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.