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Concurrent Investment Advisors’s C.H. Robinson CHRW Stock Holding History

Concurrent Investment 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 		$1.53M Sell
8,119
-218
-3% -$38.7K 0.01% 810
2026
Q1 		$1.38M Sell
8,337
-8,012
-49% -$1.43M 0.02% 740
2025
Q4 		$2.63M Buy
16,349
+7,384
+82% +$1.09M 0.03% 493
2025
Q3 		$1.19M Sell
8,965
-41
-0.5% -$4.81K 0.02% 605
2025
Q2 		$864K Sell
9,006
-28
-0.3% -$2.62K 0.02% 644
2025
Q1 		$925K Sell
9,034
-217
-2% -$21.9K 0.02% 567
2024
Q4 		$956K Sell
9,251
-81
-0.9% -$8.72K 0.03% 498
2024
Q3 		$1.03M Sell
9,332
-194
-2% -$18.8K 0.03% 452
2024
Q2 		$839K Buy
9,526
+583
+7% +$46.5K 0.03% 473
2024
Q1 		$681K Buy
8,943
+5,462
+157% +$427K 0.03% 466
2023
Q4 		$301K Buy
+3,481
New +$292K 0.01% 651

Other funds holding CHRW

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's CHRW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its C.H. Robinson (CHRW) stake by 2.6% in Q2 2026, selling an estimated $38.7K and leaving 8,119 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #810.

Concurrent Investment Advisors first reported a position in CHRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2025. 317 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Concurrent Investment Advisors held 8,119 shares of C.H. Robinson worth $1.53M as of Q2 2026.
  • Concurrent Investment Advisors sold 218 C.H. Robinson shares in Q2 2026, an estimated $38.7K.
  • C.H. Robinson made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #810 holding.
  • Concurrent Investment Advisors first reported a position in C.H. Robinson in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's C.H. Robinson position peaked at $2.63M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.