Creative Planning
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Creative Planning’s C.H. Robinson CHRW Stock Holding History

Creative Planning’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
2014
Q2 		– Sell
-1,000
Closed -$1K – 3789
2014
Q1 		$1K Buy
+1,000
New +$54.5K ﹤0.01% 3481

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Creative Planning's CHRW Position: Q1 2026 in Review

Creative Planning increased its C.H. Robinson (CHRW) stake by 13% in Q1 2026, buying an estimated $946K and bringing the position to 46,900 shares worth $7.79M. The position accounts for 0.01% of the portfolio, ranked #860.

Creative Planning first reported a position in CHRW in Q2 2013 and has held it in 51 quarters since. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Creative Planning held 46,900 shares of C.H. Robinson worth $7.79M as of Q1 2026.
  • Creative Planning bought 5,289 C.H. Robinson shares in Q1 2026, an estimated $946K.
  • C.H. Robinson made up 0.01% of Creative Planning's portfolio in Q1 2026, its #860 holding.
  • Creative Planning first reported a position in C.H. Robinson in Q2 2013 and has held it in 51 quarters since.
  • 882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.