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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Integrated Wealth Concepts's CHRW Position: Q1 2026 in Review

Integrated Wealth Concepts increased its C.H. Robinson (CHRW) stake by 587% in Q1 2026, buying an estimated $1.32M and bringing the position to 8,649 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #913.

Integrated Wealth Concepts first reported a position in CHRW in Q2 2021 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Integrated Wealth Concepts held 8,649 shares of C.H. Robinson worth $1.44M as of Q1 2026.
Integrated Wealth Concepts bought 7,390 C.H. Robinson shares in Q1 2026, an estimated $1.32M.
C.H. Robinson made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #913 holding.
Integrated Wealth Concepts first reported a position in C.H. Robinson in Q2 2021 and has held it in 6 quarters since.
882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.