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

Clearstead 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 		$45.4K Buy
241
+174
+260% +$30.9K ﹤0.01% 1529
2026
Q1 		$11.1K Sell
67
-458
-87% -$81.9K ﹤0.01% 1563
2025
Q4 		$84.4K Buy
525
+281
+115% +$41.5K ﹤0.01% 1173
2025
Q3 		$32.3K Buy
244
+128
+110% +$15K ﹤0.01% 1432
2025
Q2 		$11.1K Buy
116
+113
+3,767% +$10.6K ﹤0.01% 1852
2025
Q1 		$308 Buy
+3
New +$303 ﹤0.01% 2107
2023
Q4 		– Sell
-18
Closed -$1.55K – 1533
2023
Q3 		$1.55K Buy
+18
New +$1.68K ﹤0.01% 1294

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 $3.37T AUM 44.26% 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

Clearstead Advisors's CHRW Position: Q2 2026 in Review

Clearstead Advisors increased its C.H. Robinson (CHRW) stake by 260% in Q2 2026, buying an estimated $30.9K and bringing the position to 241 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Clearstead Advisors first reported a position in CHRW in Q3 2023 and has held it in 7 quarters since. The position peaked at $84.4K in Q4 2025. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Clearstead Advisors held 241 shares of C.H. Robinson worth $45.4K as of Q2 2026.
  • Clearstead Advisors bought 174 C.H. Robinson shares in Q2 2026, an estimated $30.9K.
  • C.H. Robinson made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1529 holding.
  • Clearstead Advisors first reported a position in C.H. Robinson in Q3 2023 and has held it in 7 quarters since.
  • Clearstead Advisors's C.H. Robinson position peaked at $84.4K in Q4 2025.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.