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Diversify Wealth Management’s C.H. Robinson CHRW Stock Holding History

Diversify Wealth Management’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 		$307K Sell
1,761
-2
-0.1% -$355 0.01% 1041
2026
Q1 		$329K Buy
+1,763
New +$315K 0.01% 929
2024
Q4 		– Sell
-1,863
Closed -$201K – 520
2024
Q3 		$201K Sell
1,863
-163
-8% -$15.8K 0.02% 453
2024
Q2 		$200K Buy
+2,026
New +$162K 0.02% 417

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's CHRW Position: Q2 2026 in Review

Diversify Wealth Management reduced its C.H. Robinson (CHRW) stake by 0.11% in Q2 2026, selling an estimated $355 and leaving 1,761 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1041.

Diversify Wealth Management first reported a position in CHRW in Q2 2024 and has held it in 4 quarters since. The position peaked at $329K in Q1 2026. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Diversify Wealth Management held 1,761 shares of C.H. Robinson worth $307K as of Q2 2026.
  • Diversify Wealth Management sold 2 C.H. Robinson shares in Q2 2026, an estimated $355.
  • C.H. Robinson made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1041 holding.
  • Diversify Wealth Management first reported a position in C.H. Robinson in Q2 2024 and has held it in 4 quarters since.
  • Diversify Wealth Management's C.H. Robinson position peaked at $329K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.