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

Fingerlakes 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 		$206K Buy
+1,095
New +$194K 0.11% 98
2025
Q1 		– Sell
-3,080
Closed -$318K – 87
2024
Q4 		$318K Sell
3,080
-73
-2% -$7.86K 0.26% 71
2024
Q3 		$348K Sell
3,153
-8
-0.3% -$777 0.29% 69
2024
Q2 		$279K Sell
3,161
-200
-6% -$16K 0.25% 75
2024
Q1 		$256K Sell
3,361
-275
-8% -$21.5K 0.25% 80
2023
Q4 		$314K Hold
3,636
– – 0.34% 66
2023
Q3 		$313K Sell
3,636
-204
-5% -$19K 0.38% 64
2023
Q2 		$362K Sell
3,840
-78
-2% -$7.54K 0.41% 62
2023
Q1 		$389K Buy
3,918
+25
+0.6% +$2.46K 0.49% 60
2022
Q4 		$356K Buy
3,893
+21
+0.5% +$2K 0.49% 65
2022
Q3 		$373K Sell
3,872
-245
-6% -$26.3K 0.54% 55
2022
Q2 		$417K Sell
4,117
-53
-1% -$5.53K 0.57% 55
2022
Q1 		$449K Sell
4,170
-124
-3% -$12.6K 0.53% 57
2021
Q4 		$464K Buy
+4,294
New +$417K 0.52% 55

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

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

Fingerlakes Wealth Management opened a new position in C.H. Robinson (CHRW) in Q2 2026: 1,095 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings. This is a return to the name: Fingerlakes Wealth Management previously reported a position in CHRW as recently as Q4 2024.

Fingerlakes Wealth Management first reported a position in CHRW in Q4 2021 and has held it in 14 quarters since. The position peaked at $464K in Q4 2021. 892 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Fingerlakes Wealth Management held 1,095 shares of C.H. Robinson worth $206K as of Q2 2026.
  • C.H. Robinson was a new Fingerlakes Wealth Management position in Q2 2026.
  • C.H. Robinson made up 0.11% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Fingerlakes Wealth Management first reported a position in C.H. Robinson in Q4 2021 and has held it in 14 quarters since.
  • Fingerlakes Wealth Management's C.H. Robinson position peaked at $464K in Q4 2021.
  • 892 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.