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

Exencial 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
Q1 		$434K Sell
2,613
-5
-0.2% -$894 0.01% 429
2025
Q4 		$421K Sell
2,618
-92
-3% -$13.6K 0.01% 426
2025
Q3 		$359K Sell
2,710
-87
-3% -$10.2K 0.01% 428
2025
Q2 		$268K Sell
2,797
-170
-6% -$15.9K 0.01% 445
2025
Q1 		$304K Sell
2,967
-81
-3% -$8.19K 0.01% 425
2024
Q4 		$315K Buy
3,048
+8
+0.3% +$861 0.01% 426
2024
Q3 		$336K Sell
3,040
-260
-8% -$25.2K 0.01% 418
2024
Q2 		$291K Sell
3,300
-107
-3% -$8.54K 0.01% 432
2024
Q1 		$259K Sell
3,407
-154
-4% -$12K 0.01% 455
2023
Q4 		$308K Buy
3,561
+106
+3% +$8.88K 0.01% 418
2023
Q3 		$298K Sell
3,455
-17
-0.5% -$1.59K 0.01% 367
2023
Q2 		$328K Buy
3,472
+22
+0.6% +$2.13K 0.02% 354
2023
Q1 		$343K Buy
3,450
+2
+0.1% +$197 0.02% 332
2022
Q4 		$316K Sell
3,448
-4
-0.1% -$381 0.02% 351
2022
Q3 		$332K Sell
3,452
-297
-8% -$31.9K 0.02% 326
2022
Q2 		$380K Sell
3,749
-77
-2% -$8.04K 0.02% 310
2022
Q1 		$412K Sell
3,826
-36
-0.9% -$3.66K 0.02% 308
2021
Q4 		$416K Sell
3,862
-4,047
-51% -$393K 0.02% 337
2021
Q3 		$688K Buy
+7,909
New +$715K 0.03% 218

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Exencial Wealth Advisors's CHRW Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its C.H. Robinson (CHRW) stake by 0.19% in Q1 2026, selling an estimated $894 and leaving 2,613 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #429.

Exencial Wealth Advisors first reported a position in CHRW in Q3 2021 and has held it in 19 quarters since. The position peaked at $688K in Q3 2021. 889 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Exencial Wealth Advisors held 2,613 shares of C.H. Robinson worth $434K as of Q1 2026.
  • Exencial Wealth Advisors sold 5 C.H. Robinson shares in Q1 2026, an estimated $894.
  • C.H. Robinson made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #429 holding.
  • Exencial Wealth Advisors first reported a position in C.H. Robinson in Q3 2021 and has held it in 19 quarters since.
  • Exencial Wealth Advisors's C.H. Robinson position peaked at $688K in Q3 2021.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.