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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cornerstone Planning Group's CHRW Position: Q2 2026 in Review

Cornerstone Planning Group reduced its C.H. Robinson (CHRW) stake by 23% in Q2 2026, selling an estimated $7.64K and leaving 141 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Cornerstone Planning Group first reported a position in CHRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.6K in Q1 2026. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Cornerstone Planning Group held 141 shares of C.H. Robinson worth $29.3K as of Q2 2026.
Cornerstone Planning Group sold 43 C.H. Robinson shares in Q2 2026, an estimated $7.64K.
C.H. Robinson made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #556 holding.
Cornerstone Planning Group first reported a position in C.H. Robinson in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's C.H. Robinson position peaked at $30.6K in Q1 2026.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.