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

Dynasty 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
Q1 		$1.76M Buy
10,622
+7
+0.1% +$1.25K 0.02% 138
2025
Q4 		$1.71M Buy
10,615
+1,006
+10% +$149K 0.02% 145
2025
Q3 		$1.27M Buy
+9,609
New +$1.13M 0.02% 152

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Dynasty Wealth Management's CHRW Position: Q1 2026 in Review

Dynasty Wealth Management increased its C.H. Robinson (CHRW) stake by 0.07% in Q1 2026, buying an estimated $1.25K and bringing the position to 10,622 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #138.

Dynasty Wealth Management first reported a position in CHRW in Q3 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Dynasty Wealth Management held 10,622 shares of C.H. Robinson worth $1.76M as of Q1 2026.
  • Dynasty Wealth Management bought 7 C.H. Robinson shares in Q1 2026, an estimated $1.25K.
  • C.H. Robinson made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Dynasty Wealth Management first reported a position in C.H. Robinson in Q3 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.