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Independent Advisor Alliance’s C.H. Robinson CHRW Stock Holding History

Independent Advisor Alliance’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 		$637K Sell
3,380
-214
-6% -$38K 0.01% 585
2026
Q1 		$597K Sell
3,594
-741
-17% -$133K 0.01% 1039
2025
Q4 		$697K Sell
4,335
-967
-18% -$143K 0.02% 567
2025
Q3 		$702K Buy
5,302
+171
+3% +$20.1K 0.02% 533
2025
Q2 		$492K Buy
5,131
+217
+4% +$20.3K 0.01% 594
2025
Q1 		$503K Sell
4,914
-682
-12% -$68.9K 0.02% 526
2024
Q4 		$578K Buy
5,596
+180
+3% +$19.4K 0.01% 912
2024
Q3 		$598K Sell
5,416
-1,011
-16% -$98.2K 0.02% 423
2024
Q2 		$566K Sell
6,427
-6,009
-48% -$480K 0.02% 433
2024
Q1 		$947K Buy
12,436
+534
+4% +$41.8K 0.03% 332
2023
Q4 		$1.03M Buy
11,902
+204
+2% +$17.1K 0.04% 306
2023
Q3 		$1.01M Sell
11,698
-11,210
-49% -$1.05M 0.05% 292
2023
Q2 		$2.16M Buy
22,908
+4,210
+23% +$407K 0.1% 182
2023
Q1 		$1.86M Sell
18,698
-1,000
-5% -$98.5K 0.09% 202
2022
Q4 		$1.8K Buy
19,698
+1
+0% +$95 ﹤0.01% 262
2022
Q3 		$1.9M Hold
19,697
– – 0.11% 174
2022
Q2 		$2M Hold
19,697
– – 0.11% 167
2022
Q1 		$2.12M Buy
19,697
+15
+0.1% +$1.52K 0.1% 176
2021
Q4 		$2.12M Buy
19,682
+29
+0.1% +$2.82K 0.1% 157
2021
Q3 		$1.71M Sell
19,653
-82
-0.4% -$7.42K 0.1% 175
2021
Q2 		$1.85M Hold
19,735
– – 0.1% 179
2021
Q1 		$1.88M Buy
19,735
+12,508
+173% +$1.17M 0.11% 160
2020
Q4 		$678K Sell
7,227
-44,883
-86% -$4.28M 0.05% 289
2020
Q3 		$5.33M Buy
+52,110
New +$4.89M 0.4% 72
2019
Q4 		– Sell
-2,995
Closed -$254K – 892
2019
Q3 		$254K Sell
2,995
-364
-11% -$30.6K 0.03% 369
2019
Q2 		$283K Buy
+3,359
New +$283K 0.04% 311

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

Independent Advisor Alliance's CHRW Position: Q2 2026 in Review

Independent Advisor Alliance reduced its C.H. Robinson (CHRW) stake by 6% in Q2 2026, selling an estimated $38K and leaving 3,380 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #585.

Independent Advisor Alliance first reported a position in CHRW in Q2 2019 and has held it in 26 quarters since. The position peaked at $5.33M in Q3 2020. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Independent Advisor Alliance held 3,380 shares of C.H. Robinson worth $637K as of Q2 2026.
  • Independent Advisor Alliance sold 214 C.H. Robinson shares in Q2 2026, an estimated $38K.
  • C.H. Robinson made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #585 holding.
  • Independent Advisor Alliance first reported a position in C.H. Robinson in Q2 2019 and has held it in 26 quarters since.
  • Independent Advisor Alliance's C.H. Robinson position peaked at $5.33M in Q3 2020.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.