Creative Planning
CHRW icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Creative Planning's CHRW Position: Q2 2026 in Review

Creative Planning increased its C.H. Robinson (CHRW) stake by 3.6% in Q2 2026, buying an estimated $297K and bringing the position to 48,573 shares worth $9.15M. The position accounts for 0.01% of the portfolio, ranked #949.

Creative Planning first reported a position in CHRW in Q2 2013 and has held it in 52 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Creative Planning held 48,573 shares of C.H. Robinson worth $9.15M as of Q2 2026.
  • Creative Planning bought 1,673 C.H. Robinson shares in Q2 2026, an estimated $297K.
  • C.H. Robinson made up 0.01% of Creative Planning's portfolio in Q2 2026, its #949 holding.
  • Creative Planning first reported a position in C.H. Robinson in Q2 2013 and has held it in 52 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.