Integrated Wealth Concepts’s C.H. Robinson CHRW Stock Holding History

Integrated Wealth Concepts’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	$590K	Sell	3,131 -5,518	-64%	-$980K	﹤0.01%	1553
2026 Q1	$1.44M	Buy	8,649 +7,390	+587%	+$1.32M	0.01%	913
2025 Q4	$202K	Buy	+1,259	New	+$186K	﹤0.01%	1525
2023 Q4	–	Sell	-3,837	Closed	-$330K	–	1601
2023 Q3	$330K	Sell	3,837 -212	-5%	-$19.8K	0.01%	1177
2023 Q2	$382K	Sell	4,049 -3,079	-43%	-$298K	0.01%	1122
2023 Q1	$708K	Buy	+7,128	New	+$702K	0.01%	734
2021 Q3	–	Sell	-2,754	Closed	-$258K	–	942
2021 Q2	$258K	Buy	+2,754	New	+$268K	0.01%	698

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

Integrated Wealth Concepts's CHRW Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its C.H. Robinson (CHRW) stake by 64% in Q2 2026, selling an estimated $980K and leaving 3,131 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Integrated Wealth Concepts first reported a position in CHRW in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2026. 893 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Integrated Wealth Concepts held 3,131 shares of C.H. Robinson worth $590K as of Q2 2026.
Integrated Wealth Concepts sold 5,518 C.H. Robinson shares in Q2 2026, an estimated $980K.
C.H. Robinson made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1553 holding.
Integrated Wealth Concepts first reported a position in C.H. Robinson in Q2 2021 and has held it in 7 quarters since.
Integrated Wealth Concepts's C.H. Robinson position peaked at $1.44M in Q1 2026.
893 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.