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

Clearstead Trust’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 		$26.9K Hold
143
– – ﹤0.01% 413
2026
Q1 		$23.7K Hold
143
– – ﹤0.01% 412
2025
Q4 		$23K Hold
143
– – ﹤0.01% 426
2025
Q3 		$18.9K Buy
143
+17
+13% +$1.99K ﹤0.01% 447
2025
Q2 		$12.1K Buy
+126
New +$11.8K ﹤0.01% 547

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 Trust's CHRW Position: Q2 2026 in Review

Clearstead Trust held its C.H. Robinson (CHRW) position steady in Q2 2026 at 143 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Clearstead Trust first reported a position in CHRW in Q2 2025 and has held it in 5 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Clearstead Trust held 143 shares of C.H. Robinson worth $26.9K as of Q2 2026.
  • Clearstead Trust left its C.H. Robinson share count unchanged in Q2 2026.
  • C.H. Robinson made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #413 holding.
  • Clearstead Trust first reported a position in C.H. Robinson in Q2 2025 and has held it in 5 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

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