CX Institutional
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CX Institutional’s C.H. Robinson CHRW Stock Holding History

CX Institutional’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
Q3 		$198K Sell
1,335
-67
-5% -$10.9K 0.01% 745
2026
Q2 		$264K Buy
1,402
+31
+2% +$5.51K 0.01% 675
2026
Q1 		$228K Sell
1,371
-2
-0.1% -$358 0.01% 683
2025
Q4 		$221K Buy
1,373
+297
+28% +$43.9K 0.01% 681
2025
Q3 		$142K Buy
1,076
+215
+25% +$25.2K ﹤0.01% 770
2025
Q2 		$83K Sell
861
-37
-4% -$3.47K ﹤0.01% 786
2025
Q1 		$92K Buy
+898
New +$90.8K ﹤0.01% 760
2022
Q3 		– Sell
-353
Closed -$36K – 576
2022
Q2 		$36K Buy
+353
New +$36.9K ﹤0.01% 736
2021
Q4 		– Sell
-229
Closed -$20K – 426
2021
Q3 		$20K Buy
229
+21
+10% +$1.9K ﹤0.01% 739
2021
Q2 		$19K Buy
208
+46
+28% +$4.48K ﹤0.01% 745
2021
Q1 		$15K Buy
162
+8
+5% +$747 ﹤0.01% 715
2020
Q4 		$14K Sell
154
-6
-4% -$572 ﹤0.01% 680
2020
Q3 		$16K Buy
160
+54
+51% +$5.07K ﹤0.01% 589
2020
Q2 		$8K Buy
106
+73
+221% +$5.51K ﹤0.01% 588
2020
Q1 		$2K Sell
33
-15
-31% -$1.08K ﹤0.01% 653
2019
Q4 		$4K Hold
48
– – ﹤0.01% 572
2019
Q3 		$4K Sell
48
-7
-13% -$588 ﹤0.01% 608
2019
Q2 		$5K Buy
55
+22
+67% +$1.85K ﹤0.01% 608
2019
Q1 		$3K Buy
+33
New +$2.9K ﹤0.01% 618

Other funds holding CHRW

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
WealthTrust Asset Management
WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's CHRW Position: Q3 2026 in Review

CX Institutional reduced its C.H. Robinson (CHRW) stake by 4.8% in Q3 2026, selling an estimated $10.9K and leaving 1,335 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #745.

CX Institutional first reported a position in CHRW in Q1 2019 and has held it in 19 quarters since. The position peaked at $264K in Q2 2026. 169 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • CX Institutional held 1,335 shares of C.H. Robinson worth $198K as of Q3 2026.
  • CX Institutional sold 67 C.H. Robinson shares in Q3 2026, an estimated $10.9K.
  • C.H. Robinson made up 0.01% of CX Institutional's portfolio in Q3 2026, its #745 holding.
  • CX Institutional first reported a position in C.H. Robinson in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's C.H. Robinson position peaked at $264K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.