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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
Q2 		$1.9M Sell
10,072
-550
-5% -$97.7K 0.01% 136
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 $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

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

Dynasty Wealth Management reduced its C.H. Robinson (CHRW) stake by 5.2% in Q2 2026, selling an estimated $97.7K and leaving 10,072 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #136.

Dynasty Wealth Management first reported a position in CHRW in Q3 2025 and has held it in 4 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Dynasty Wealth Management held 10,072 shares of C.H. Robinson worth $1.9M as of Q2 2026.
  • Dynasty Wealth Management sold 550 C.H. Robinson shares in Q2 2026, an estimated $97.7K.
  • C.H. Robinson made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Dynasty Wealth Management first reported a position in C.H. Robinson in Q3 2025 and has held it in 4 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

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