KAS
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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
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

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 $60.8B AUM 26.63% 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

Kestra Advisory Services's CHRW Position: Q2 2026 in Review

Kestra Advisory Services reduced its C.H. Robinson (CHRW) stake by 20% in Q2 2026, selling an estimated $238K and leaving 5,368 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Kestra Advisory Services first reported a position in CHRW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.53M in Q4 2025. 893 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Kestra Advisory Services held 5,368 shares of C.H. Robinson worth $1.01M as of Q2 2026.
  • Kestra Advisory Services sold 1,340 C.H. Robinson shares in Q2 2026, an estimated $238K.
  • C.H. Robinson made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1822 holding.
  • Kestra Advisory Services first reported a position in C.H. Robinson in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's C.H. Robinson position peaked at $1.53M in Q4 2025.
  • 893 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.