Kestra Private Wealth Services
CHRW icon

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

Kestra Private Wealth 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 		$3.13M Sell
21,181
-160
-0.7% -$26.1K 0.03% 463
2026
Q2 		$4.02M Buy
21,341
+23
+0.1% +$4.08K 0.04% 398
2026
Q1 		$3.54M Buy
21,318
+37
+0.2% +$6.62K 0.04% 404
2025
Q4 		$3.42M Sell
21,281
-36
-0.2% -$5.32K 0.04% 388
2025
Q3 		$2.82M Sell
21,317
-212
-1% -$24.9K 0.04% 432
2025
Q2 		$2.07M Sell
21,529
-565
-3% -$52.9K 0.03% 487
2025
Q1 		$2.26M Sell
22,094
-66
-0.3% -$6.67K 0.04% 433
2024
Q4 		$2.29M Sell
22,160
-304
-1% -$32.7K 0.04% 406
2024
Q3 		$2.48M Sell
22,464
-3,956
-15% -$384K 0.05% 368
2024
Q2 		$2.33M Sell
26,420
-4,312
-14% -$344K 0.05% 358
2024
Q1 		$2.34M Sell
30,732
-745
-2% -$58.2K 0.05% 335
2023
Q4 		$2.72M Buy
31,477
+10,589
+51% +$887K 0.07% 290
2023
Q3 		$1.8M Buy
+20,888
New +$1.95M 0.06% 324
2023
Q1 		– Sell
-20,385
Closed -$1.87M – 1064
2022
Q4 		$1.87M Sell
20,385
-1,552
-7% -$148K 0.09% 250
2022
Q3 		$2.11M Buy
21,937
+11
+0.1% +$1.18K 0.12% 193
2022
Q2 		$2.22M Buy
21,926
+35
+0.2% +$3.65K 0.13% 192
2022
Q1 		$2.36M Buy
21,891
+119
+0.5% +$12.1K 0.12% 191
2021
Q4 		$2.34M Sell
21,772
-128
-0.6% -$12.4K 0.11% 190
2021
Q3 		$1.9M Buy
21,900
+2
+0% +$181 0.11% 208
2021
Q2 		$2.05M Buy
21,898
+401
+2% +$39.1K 0.12% 184
2021
Q1 		$2.05M Buy
21,497
+1,185
+6% +$111K 0.14% 167
2020
Q4 		$1.89M Buy
20,312
+106
+0.5% +$10.1K 0.14% 171
2020
Q3 		$2.06M Buy
+20,206
New +$1.9M 0.18% 128

Other funds holding CHRW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kestra Private Wealth Services's CHRW Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its C.H. Robinson (CHRW) stake by 0.75% in Q3 2026, selling an estimated $26.1K and leaving 21,181 shares worth $3.13M. The position accounts for 0.03% of the portfolio, ranked #463.

Kestra Private Wealth Services first reported a position in CHRW in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.02M in Q2 2026. 441 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Kestra Private Wealth Services held 21,181 shares of C.H. Robinson worth $3.13M as of Q3 2026.
  • Kestra Private Wealth Services sold 160 C.H. Robinson shares in Q3 2026, an estimated $26.1K.
  • C.H. Robinson made up 0.03% of Kestra Private Wealth Services's portfolio in Q3 2026, its #463 holding.
  • Kestra Private Wealth Services first reported a position in C.H. Robinson in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's C.H. Robinson position peaked at $4.02M in Q2 2026.
  • 441 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.