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

Institute for 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	$22.4K	Buy	+119	New	+$21.1K	﹤0.01%	1095

Other funds holding CHRW

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Institute for Wealth Management's CHRW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in C.H. Robinson (CHRW) in Q2 2026: 119 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

516 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Institute for Wealth Management held 119 shares of C.H. Robinson worth $22.4K as of Q2 2026.
C.H. Robinson was a new Institute for Wealth Management position in Q2 2026.
C.H. Robinson made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1095 holding.
516 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.