CoreCap Advisors
CHRW icon

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

CoreCap 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 		$1.67M Buy
11,311
+625
+6% +$102K 0.05% 280
2026
Q2 		$2.01M Buy
10,686
+660
+7% +$117K 0.06% 252
2026
Q1 		$1.67M Buy
10,026
+921
+10% +$165K 0.06% 259
2025
Q4 		$1.46M Buy
9,105
+1,330
+17% +$196K 0.05% 303
2025
Q3 		$1.03M Sell
7,775
-348
-4% -$40.8K 0.04% 367
2025
Q2 		$779K Buy
8,123
+805
+11% +$75.4K 0.03% 403
2025
Q1 		$749K Buy
7,318
+312
+4% +$31.5K 0.03% 392
2024
Q4 		$724K Buy
7,006
+570
+9% +$61.3K 0.03% 391
2024
Q3 		$710K Buy
6,436
+1,031
+19% +$100K 0.03% 383
2024
Q2 		$476K Buy
5,405
+1,432
+36% +$114K 0.05% 231
2024
Q1 		$303K Buy
3,973
+510
+15% +$39.9K 0.02% 527
2023
Q4 		$299K Buy
+3,463
New +$290K 0.02% 456
2022
Q4 		$29.3K Buy
+320
New +$30.5K ﹤0.01% 1167
2022
Q3 		– Sell
-181
Closed -$18K – 791
2022
Q2 		$18K Buy
+181
New +$18.9K ﹤0.01% 1270
2022
Q1 		– Sell
-235
Closed -$25K – 806
2021
Q4 		$25K Buy
+235
New +$22.8K ﹤0.01% 1244

Other funds holding CHRW

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
WealthTrust Asset Management
WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CoreCap Advisors's CHRW Position: Q3 2026 in Review

CoreCap Advisors increased its C.H. Robinson (CHRW) stake by 5.8% in Q3 2026, buying an estimated $102K and bringing the position to 11,311 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #280.

CoreCap Advisors first reported a position in CHRW in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.01M in Q2 2026. 151 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • CoreCap Advisors held 11,311 shares of C.H. Robinson worth $1.67M as of Q3 2026.
  • CoreCap Advisors bought 625 C.H. Robinson shares in Q3 2026, an estimated $102K.
  • C.H. Robinson made up 0.05% of CoreCap Advisors's portfolio in Q3 2026, its #280 holding.
  • CoreCap Advisors first reported a position in C.H. Robinson in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's C.H. Robinson position peaked at $2.01M in Q2 2026.
  • 151 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.