Claro Advisors’s C.H. Robinson CHRW Stock Holding History

Claro 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 Q3	–	Sell	-1,194	Closed	-$225K	–	531
2026 Q2	$225K	Sell	1,194 -16	-1%	-$2.84K	0.02%	484
2026 Q1	$201K	Buy	+1,210	New	+$216K	0.02%	494
2019 Q1	–	Sell	-17	Closed	-$2K	–	279
2018 Q4	$2K	Buy	+17	New	+$1.52K	﹤0.01%	902

Other funds holding CHRW

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Claro Advisors's CHRW Position: Q3 2026 in Review

Claro Advisors sold out of C.H. Robinson (CHRW) in Q3 2026, closing a stake of 1,194 shares — an estimated $225K sold.

Claro Advisors first reported a position in CHRW in Q4 2018 and held it in 3 quarters. The position peaked at $225K in Q2 2026. 504 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

Claro Advisors reported no remaining C.H. Robinson position as of Q3 2026 after selling out during the quarter.
Claro Advisors sold 1,194 C.H. Robinson shares in Q3 2026, an estimated $225K.
Claro Advisors first reported a position in C.H. Robinson in Q4 2018 and held it in 3 quarters.
Claro Advisors's C.H. Robinson position peaked at $225K in Q2 2026.
504 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.