JWA
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JFS Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

JFS Wealth Advisors’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 		$20.4K Sell
108
-1
-0.9% -$178 ﹤0.01% 763
2026
Q1 		$18.1K Buy
109
+9
+9% +$1.61K ﹤0.01% 763
2025
Q4 		$16.1K Buy
100
+30
+43% +$4.43K ﹤0.01% 815
2025
Q3 		$9.27K Sell
70
-9
-11% -$1.06K ﹤0.01% 923
2025
Q2 		$7.58K Buy
79
+21
+36% +$1.97K ﹤0.01% 953
2025
Q1 		$5.94K Sell
58
-10
-15% -$1.01K ﹤0.01% 1051
2024
Q4 		$7.03K Buy
68
+10
+17% +$1.08K ﹤0.01% 983
2024
Q3 		$6.4K Buy
58
+2
+4% +$194 ﹤0.01% 1030
2024
Q2 		$4.93K Buy
56
+15
+37% +$1.2K ﹤0.01% 1071
2024
Q1 		$3.12K Sell
41
-1
-2% -$78 ﹤0.01% 1284
2023
Q4 		$3.63K Buy
42
+3
+8% +$251 ﹤0.01% 1184
2023
Q3 		$3.36K Sell
39
-40
-51% -$3.73K ﹤0.01% 1158
2023
Q2 		$7.45K Sell
79
-15
-16% -$1.45K ﹤0.01% 835
2023
Q1 		$9.34K Buy
94
+24
+34% +$2.36K ﹤0.01% 740
2022
Q4 		$6.41K Sell
70
-4
-5% -$381 ﹤0.01% 890
2022
Q3 		$7K Sell
74
-12
-14% -$1.29K ﹤0.01% 846
2022
Q2 		$9K Buy
86
+12
+16% +$1.25K ﹤0.01% 786
2022
Q1 		$8K Buy
74
+47
+174% +$4.77K ﹤0.01% 852
2021
Q4 		$3K Buy
+27
New +$2.62K ﹤0.01% 919
2016
Q2 		– Sell
-9
Closed -$1K – 518
2016
Q1 		$1K Buy
+9
New +$618 ﹤0.01% 558

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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

JFS Wealth Advisors's CHRW Position: Q2 2026 in Review

JFS Wealth Advisors reduced its C.H. Robinson (CHRW) stake by 0.92% in Q2 2026, selling an estimated $178 and leaving 108 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

JFS Wealth Advisors first reported a position in CHRW in Q1 2016 and has held it in 20 quarters since. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • JFS Wealth Advisors held 108 shares of C.H. Robinson worth $20.4K as of Q2 2026.
  • JFS Wealth Advisors sold 1 C.H. Robinson share in Q2 2026, an estimated $178.
  • C.H. Robinson made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #763 holding.
  • JFS Wealth Advisors first reported a position in C.H. Robinson in Q1 2016 and has held it in 20 quarters since.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.