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

Curio 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 		– Sell
-77
Closed -$12.8K – 270
2026
Q1 		$12.8K Buy
77
+3
+4% +$537 ﹤0.01% 204
2025
Q4 		$12.2K Buy
+74
New +$10.9K ﹤0.01% 230
2025
Q3 		– Sell
-74
Closed -$7.1K – 296
2025
Q2 		$7.1K Buy
74
+73
+7,300% +$6.84K ﹤0.01% 216
2025
Q1 		$7.65K Buy
+1
New +$101 ﹤0.01% 246

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

Curio Wealth's CHRW Position: Q2 2026 in Review

Curio Wealth sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 77 shares — an estimated $12.8K sold.

Curio Wealth first reported a position in CHRW in Q1 2025 and held it in 4 quarters. The position peaked at $12.8K in Q1 2026. 890 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Curio Wealth reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 77 C.H. Robinson shares in Q2 2026, an estimated $12.8K.
  • Curio Wealth first reported a position in C.H. Robinson in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's C.H. Robinson position peaked at $12.8K in Q1 2026.
  • 890 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.