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Gladstone Institutional Advisory’s C.H. Robinson CHRW Stock Holding History

Gladstone Institutional Advisory’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 		$352K Hold
1,868
– – 0.01% 698
2026
Q1 		$310K Hold
1,868
– – 0.01% 662
2025
Q4 		$300K Hold
1,868
– – 0.01% 629
2025
Q3 		$247K Buy
+1,868
New +$219K 0.01% 702

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

Gladstone Institutional Advisory's CHRW Position: Q2 2026 in Review

Gladstone Institutional Advisory held its C.H. Robinson (CHRW) position steady in Q2 2026 at 1,868 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #698.

Gladstone Institutional Advisory first reported a position in CHRW in Q3 2025 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Gladstone Institutional Advisory held 1,868 shares of C.H. Robinson worth $352K as of Q2 2026.
  • Gladstone Institutional Advisory left its C.H. Robinson share count unchanged in Q2 2026.
  • C.H. Robinson made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #698 holding.
  • Gladstone Institutional Advisory first reported a position in C.H. Robinson in Q3 2025 and has held it in 4 quarters since.
  • 892 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.