Key Financial Inc’s C.H. Robinson CHRW Stock Holding History

Key Financial Inc’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	$84.8K	Hold	450	–	–	0.01%	452
2026 Q1	$74.7K	Sell	450 -4	-0.9%	-$716	0.01%	457
2025 Q4	$73K	Hold	454	–	–	0.01%	454
2025 Q3	$60.2K	Buy	454 +4	+0.9%	+$469	0.01%	481
2025 Q2	$43.2K	Hold	450	–	–	0.01%	530
2025 Q1	$46.1K	Hold	450	–	–	0.01%	495
2024 Q4	$46.5K	Hold	450	–	–	0.01%	491
2024 Q3	$49.7K	Hold	450	–	–	0.01%	481
2024 Q2	$39.7K	Hold	450	–	–	0.01%	499
2024 Q1	$34.3K	Hold	450	–	–	0.01%	498
2023 Q4	$38.9K	Hold	450	–	–	0.01%	466
2023 Q3	$38.8K	Hold	450	–	–	0.01%	447
2023 Q2	$42.5K	Hold	450	–	–	0.01%	437
2023 Q1	$44.7K	Hold	450	–	–	0.02%	410
2022 Q4	$43.3K	Hold	450	–	–	0.02%	386
2022 Q3	$43K	Hold	450	–	–	0.02%	390
2022 Q2	$46K	Hold	450	–	–	0.02%	373
2022 Q1	$48K	Hold	450	–	–	0.02%	365
2021 Q4	$48K	Hold	450	–	–	0.02%	355
2021 Q3	$39K	Hold	450	–	–	0.02%	374
2021 Q2	$40K	Hold	450	–	–	0.02%	381
2021 Q1	$43K	Hold	450	–	–	0.03%	299
2020 Q4	$42K	Buy	+450	New	+$42.9K	0.03%	271
2020 Q2	–	Sell	-450	Closed	-$29K	–	184
2020 Q1	$29K	Buy	+450	New	+$32.3K	0.03%	284

Other funds holding CHRW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Key Financial Inc's CHRW Position: Q2 2026 in Review

Key Financial Inc held its C.H. Robinson (CHRW) position steady in Q2 2026 at 450 shares worth $84.8K. The position accounts for 0.01% of the portfolio, ranked #452.

Key Financial Inc first reported a position in CHRW in Q1 2020 and has held it in 24 quarters since. 892 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Key Financial Inc held 450 shares of C.H. Robinson worth $84.8K as of Q2 2026.
Key Financial Inc left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #452 holding.
Key Financial Inc first reported a position in C.H. Robinson in Q1 2020 and has held it in 24 quarters since.
892 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.