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Jones Kertz & Associates’s C.H. Robinson CHRW Stock Holding History

Jones Kertz & Associates’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 		$1.69M Sell
8,975
-630
-7% -$112K 0.78% 35
2026
Q1 		$1.6M Sell
9,605
-80
-0.8% -$14.3K 0.85% 37
2025
Q4 		$1.56M Buy
+9,685
New +$1.43M 0.8% 36

Other funds holding CHRW

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jones Kertz & Associates's CHRW Position: Q2 2026 in Review

Jones Kertz & Associates reduced its C.H. Robinson (CHRW) stake by 6.6% in Q2 2026, selling an estimated $112K and leaving 8,975 shares worth $1.69M. The position accounts for 0.78% of the portfolio, ranked #35.

Jones Kertz & Associates first reported a position in CHRW in Q4 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Jones Kertz & Associates held 8,975 shares of C.H. Robinson worth $1.69M as of Q2 2026.
  • Jones Kertz & Associates sold 630 C.H. Robinson shares in Q2 2026, an estimated $112K.
  • C.H. Robinson made up 0.78% of Jones Kertz & Associates's portfolio in Q2 2026, its #35 holding.
  • Jones Kertz & Associates first reported a position in C.H. Robinson in Q4 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.