Capital Advisors Ltd’s C.H. Robinson CHRW Stock Holding History

Capital Advisors Ltd’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	$34K	Hold	182	–	–	﹤0.01%	576
2026 Q1	$30K	Hold	182	–	–	﹤0.01%	598
2025 Q4	$29K	Hold	182	–	–	﹤0.01%	588
2025 Q3	$24K	Hold	182	–	–	﹤0.01%	610
2025 Q2	$17K	Sell	182 -8	-4%	-$750	﹤0.01%	665
2025 Q1	$19K	Hold	190	–	–	﹤0.01%	616
2024 Q4	$20K	Sell	190 -1	-0.5%	-$108	﹤0.01%	615
2024 Q3	$21K	Buy	191 +9	+5%	+$874	﹤0.01%	599
2024 Q2	$16K	Sell	182 -12	-6%	-$958	﹤0.01%	628
2024 Q1	$15K	Sell	194 -156	-45%	-$12.2K	﹤0.01%	636
2023 Q4	$30K	Sell	350 -18	-5%	-$1.51K	﹤0.01%	499
2023 Q3	$32K	Buy	368 +18	+5%	+$1.68K	﹤0.01%	473
2023 Q2	$33K	Buy	+350	New	+$33.8K	﹤0.01%	482
2023 Q1	–	Sell	-350	Closed	–	–	1239
2022 Q4	$0	Buy	+350	New	+$33.3K	﹤0.01%	1264
2022 Q3	–	Sell	-11	Closed	-$1K	–	1271
2022 Q2	$1K	Buy	11 +8	+267%	+$835	﹤0.01%	745
2022 Q1	$0	Buy	+3	New	+$305	﹤0.01%	938

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 $59.9B AUM 27.01% 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

Capital Advisors Ltd's CHRW Position: Q2 2026 in Review

Capital Advisors Ltd held its C.H. Robinson (CHRW) position steady in Q2 2026 at 182 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Capital Advisors Ltd first reported a position in CHRW in Q1 2022 and has held it in 16 quarters since. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Capital Advisors Ltd held 182 shares of C.H. Robinson worth $34K as of Q2 2026.
Capital Advisors Ltd left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #576 holding.
Capital Advisors Ltd first reported a position in C.H. Robinson in Q1 2022 and has held it in 16 quarters since.
889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.