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Kerr Financial Planning’s C.H. Robinson CHRW Stock Holding History

Kerr Financial Planning’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 		$10.1K Sell
54
-10
-16% -$1.78K 0.01% 371
2026
Q1 		$12K Sell
64
-9
-12% -$1.61K 0.01% 342
2025
Q4 		$14.4K Hold
73
– – 0.02% 321
2025
Q3 		$11.3K Buy
+73
New +$8.56K 0.02% 341

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

Kerr Financial Planning's CHRW Position: Q2 2026 in Review

Kerr Financial Planning reduced its C.H. Robinson (CHRW) stake by 16% in Q2 2026, selling an estimated $1.78K and leaving 54 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #371.

Kerr Financial Planning first reported a position in CHRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.4K in Q4 2025. 887 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Kerr Financial Planning held 54 shares of C.H. Robinson worth $10.1K as of Q2 2026.
  • Kerr Financial Planning sold 10 C.H. Robinson shares in Q2 2026, an estimated $1.78K.
  • C.H. Robinson made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #371 holding.
  • Kerr Financial Planning first reported a position in C.H. Robinson in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's C.H. Robinson position peaked at $14.4K in Q4 2025.
  • 887 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.