Cornerstone Planning Group
CHRW icon

Cornerstone Planning Group’s C.H. Robinson CHRW Stock Holding History

Cornerstone Planning Group’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
-141
Closed -$29.3K – 434
2026
Q2 		$29.3K Sell
141
-43
-23% -$7.64K ﹤0.01% 556
2026
Q1 		$30.6K Buy
184
+67
+57% +$12K ﹤0.01% 538
2025
Q4 		$21.6K Buy
117
+103
+736% +$15.2K ﹤0.01% 568
2025
Q3 		$2.17K Hold
14
– – ﹤0.01% 1146
2025
Q2 		$1.63K Buy
14
+6
+75% +$562 ﹤0.01% 997
2025
Q1 		$725 Hold
8
– – ﹤0.01% 1201
2024
Q4 		$872 Hold
8
– – ﹤0.01% 985
2024
Q3 		$864 Hold
8
– – ﹤0.01% 966
2024
Q2 		$790 Buy
+8
New +$639 ﹤0.01% 997

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
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 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

Cornerstone Planning Group's CHRW Position: Q3 2026 in Review

Cornerstone Planning Group sold out of C.H. Robinson (CHRW) in Q3 2026, closing a stake of 141 shares — an estimated $29.3K sold.

Cornerstone Planning Group first reported a position in CHRW in Q2 2024 and held it in 9 quarters. The position peaked at $30.6K in Q1 2026. 169 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Cornerstone Planning Group reported no remaining C.H. Robinson position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 141 C.H. Robinson shares in Q3 2026, an estimated $29.3K.
  • Cornerstone Planning Group first reported a position in C.H. Robinson in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's C.H. Robinson position peaked at $30.6K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.