CreativeOne Wealth’s C.H. Robinson CHRW Stock Holding History

CreativeOne Wealth’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	$271K	Buy	1,441 +13	+0.9%	+$2.31K	0.01%	1037
2026 Q1	$237K	Sell	1,428 -5	-0.3%	-$894	0.01%	1069
2025 Q4	$230K	Sell	1,433 -104	-7%	-$15.4K	0.01%	1066
2025 Q3	$203K	Buy	+1,537	New	+$180K	0.01%	1102
2025 Q2	–	Sell	-2,152	Closed	-$220K	–	1126
2025 Q1	$220K	Sell	2,152 -3,848	-64%	-$389K	0.01%	969
2024 Q4	$620K	Buy	+6,000	New	+$646K	0.02%	630
2022 Q2	–	Sell	-3,025	Closed	-$326K	–	727
2022 Q1	$326K	Sell	3,025 -1,505	-33%	-$153K	0.02%	557
2021 Q4	$488K	Buy	4,530 +1,242	+38%	+$121K	0.02%	465
2021 Q3	$286K	Buy	+3,288	New	+$297K	0.02%	569

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 $59.9B AUM 27.01% 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

CreativeOne Wealth's CHRW Position: Q2 2026 in Review

CreativeOne Wealth increased its C.H. Robinson (CHRW) stake by 0.91% in Q2 2026, buying an estimated $2.31K and bringing the position to 1,441 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1037.

CreativeOne Wealth first reported a position in CHRW in Q3 2021 and has held it in 9 quarters since. The position peaked at $620K in Q4 2024. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

CreativeOne Wealth held 1,441 shares of C.H. Robinson worth $271K as of Q2 2026.
CreativeOne Wealth bought 13 C.H. Robinson shares in Q2 2026, an estimated $2.31K.
C.H. Robinson made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1037 holding.
CreativeOne Wealth first reported a position in C.H. Robinson in Q3 2021 and has held it in 9 quarters since.
CreativeOne Wealth's C.H. Robinson position peaked at $620K in Q4 2024.
889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.