EWA
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EverSource Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

EverSource Wealth Advisors’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 		$238K Sell
1,266
-273
-18% -$48.5K 0.01% 922
2026
Q1 		$256K Buy
1,539
+517
+51% +$92.5K 0.01% 924
2025
Q4 		$164K Buy
1,022
+188
+23% +$27.8K 0.01% 1046
2025
Q3 		$110K Sell
834
-269
-24% -$31.6K ﹤0.01% 1226
2025
Q2 		$106K Sell
1,103
-2,085
-65% -$195K ﹤0.01% 1169
2025
Q1 		$326K Buy
3,188
+440
+16% +$44.5K 0.02% 492
2024
Q4 		$284K Buy
2,748
+62
+2% +$6.67K 0.02% 524
2024
Q3 		$296K Buy
2,686
+19
+0.7% +$1.84K 0.02% 452
2024
Q2 		$237K Buy
2,667
+26
+1% +$2.08K 0.02% 499
2024
Q1 		$188K Buy
2,641
+2,571
+3,673% +$201K 0.01% 513
2023
Q4 		$6.05K Sell
70
-52
-43% -$4.36K ﹤0.01% 1780
2023
Q3 		$10.5K Buy
122
+76
+165% +$7.09K ﹤0.01% 1404
2023
Q2 		$4.34K Buy
46
+8
+21% +$773 ﹤0.01% 1788
2023
Q1 		$3.78K Buy
38
+3
+9% +$295 ﹤0.01% 1735
2022
Q4 		$3.21K Sell
35
-364
-91% -$34.7K ﹤0.01% 1761
2022
Q3 		$39K Hold
399
– – 0.01% 696
2022
Q2 		$41K Buy
399
+2
+0.5% +$209 0.01% 669
2022
Q1 		$43K Sell
397
-277
-41% -$28.1K 0.01% 496
2021
Q4 		$73K Buy
+674
New +$65.5K 0.02% 355

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

EverSource Wealth Advisors's CHRW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its C.H. Robinson (CHRW) stake by 18% in Q2 2026, selling an estimated $48.5K and leaving 1,266 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #922.

EverSource Wealth Advisors first reported a position in CHRW in Q4 2021 and has held it in 19 quarters since. The position peaked at $326K in Q1 2025. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • EverSource Wealth Advisors held 1,266 shares of C.H. Robinson worth $238K as of Q2 2026.
  • EverSource Wealth Advisors sold 273 C.H. Robinson shares in Q2 2026, an estimated $48.5K.
  • C.H. Robinson made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #922 holding.
  • EverSource Wealth Advisors first reported a position in C.H. Robinson in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's C.H. Robinson position peaked at $326K in Q1 2025.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.