Kestra Advisory Services
CHRW icon

Kestra Advisory Services’s C.H. Robinson CHRW Stock Holding History

Kestra Advisory Services’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
Q3 		$1.15M Buy
7,748
+2,380
+44% +$388K ﹤0.01% 1860
2026
Q2 		$1.01M Sell
5,368
-1,340
-20% -$238K ﹤0.01% 1822
2026
Q1 		$1.11M Sell
6,708
-2,814
-30% -$503K ﹤0.01% 1651
2025
Q4 		$1.53M Buy
9,522
+1,840
+24% +$272K 0.01% 1381
2025
Q3 		$1.02M Buy
7,682
+2,599
+51% +$305K ﹤0.01% 1578
2025
Q2 		$488K Buy
5,083
+851
+20% +$79.7K ﹤0.01% 1976
2025
Q1 		$433K Buy
4,232
+15
+0.4% +$1.52K ﹤0.01% 1911
2024
Q4 		$436K Buy
4,217
+1,804
+75% +$194K ﹤0.01% 1964
2024
Q3 		$266K Sell
2,413
-229
-9% -$22.2K ﹤0.01% 2173
2024
Q2 		$233K Buy
+2,642
New +$211K ﹤0.01% 2297
2024
Q1 		– Sell
-2,715
Closed -$235K – 2466
2023
Q4 		$235K Sell
2,715
-741
-21% -$62.1K ﹤0.01% 2005
2023
Q3 		$298K Buy
3,456
+417
+14% +$38.9K ﹤0.01% 1659
2023
Q2 		$287K Sell
3,039
-387
-11% -$37.4K ﹤0.01% 1650
2023
Q1 		$340K Sell
3,426
-1,254
-27% -$123K ﹤0.01% 1490
2022
Q4 		$429K Buy
4,680
+656
+16% +$62.5K ﹤0.01% 1501
2022
Q3 		$388K Sell
4,024
-2,457
-38% -$264K ﹤0.01% 1454
2022
Q2 		$657K Buy
6,481
+2,305
+55% +$241K 0.01% 1162
2022
Q1 		$450K Buy
4,176
+851
+26% +$86.4K ﹤0.01% 1349
2021
Q4 		$358K Sell
3,325
-774
-19% -$75.2K ﹤0.01% 1504
2021
Q3 		$357K Buy
4,099
+885
+28% +$80.1K ﹤0.01% 1564
2021
Q2 		$301K Sell
3,214
-113
-3% -$11K ﹤0.01% 1561
2021
Q1 		$317K Sell
3,327
-4,245
-56% -$396K ﹤0.01% 1431
2020
Q4 		$705K Buy
+7,572
New +$722K 0.01% 1035

Other funds holding CHRW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kestra Advisory Services's CHRW Position: Q3 2026 in Review

Kestra Advisory Services increased its C.H. Robinson (CHRW) stake by 44% in Q3 2026, buying an estimated $388K and bringing the position to 7,748 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Kestra Advisory Services first reported a position in CHRW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.53M in Q4 2025. 600 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Kestra Advisory Services held 7,748 shares of C.H. Robinson worth $1.15M as of Q3 2026.
  • Kestra Advisory Services bought 2,380 C.H. Robinson shares in Q3 2026, an estimated $388K.
  • C.H. Robinson made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1860 holding.
  • Kestra Advisory Services first reported a position in C.H. Robinson in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's C.H. Robinson position peaked at $1.53M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.