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Cape Investment Advisory’s C.H. Robinson CHRW Stock Holding History

Cape Investment Advisory’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 		$4.52K Buy
+24
New +$4.26K ﹤0.01% 1057
2026
Q1 		– Sell
-4
Closed -$643 – 378
2025
Q4 		$643 Buy
+4
New +$591 ﹤0.01% 1230

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

Cape Investment Advisory's CHRW Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in C.H. Robinson (CHRW) in Q2 2026: 24 shares worth $4.52K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CHRW as recently as Q4 2025.

Cape Investment Advisory first reported a position in CHRW in Q4 2025 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Cape Investment Advisory held 24 shares of C.H. Robinson worth $4.52K as of Q2 2026.
  • C.H. Robinson was a new Cape Investment Advisory position in Q2 2026.
  • C.H. Robinson made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1057 holding.
  • Cape Investment Advisory first reported a position in C.H. Robinson in Q4 2025 and has held it in 2 quarters since.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.