IMA Advisory Services’s C.H. Robinson CHRW Stock Holding History

IMA Advisory Services’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	$5.29K	Buy	28 +6	+27%	+$1.07K	﹤0.01%	898
2026 Q1	$3.67K	Sell	22 -11	-33%	-$1.97K	﹤0.01%	478
2025 Q4	$5.31K	Buy	33 +29	+725%	+$4.28K	﹤0.01%	416
2025 Q3	$532	Hold	4	–	–	﹤0.01%	405
2025 Q2	$386	Buy	+4	New	+$375	﹤0.01%	416

Other funds holding CHRW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

IMA Advisory Services's CHRW Position: Q2 2026 in Review

IMA Advisory Services increased its C.H. Robinson (CHRW) stake by 27% in Q2 2026, buying an estimated $1.07K and bringing the position to 28 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

IMA Advisory Services first reported a position in CHRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.31K in Q4 2025. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

IMA Advisory Services held 28 shares of C.H. Robinson worth $5.29K as of Q2 2026.
IMA Advisory Services bought 6 C.H. Robinson shares in Q2 2026, an estimated $1.07K.
C.H. Robinson made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #898 holding.
IMA Advisory Services first reported a position in C.H. Robinson in Q2 2025 and has held it in 5 quarters since.
IMA Advisory Services's C.H. Robinson position peaked at $5.31K in Q4 2025.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.