LF
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Lantz Financial’s C.H. Robinson CHRW Stock Holding History

Lantz Financial’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 		$791K Sell
4,199
-9
-0.2% -$1.6K 0.14% 140
2026
Q1 		$699K Buy
4,208
+246
+6% +$44K 0.14% 145
2025
Q4 		$637K Hold
3,962
– – 0.13% 142
2025
Q3 		$525K Sell
3,962
-5,350
-57% -$628K 0.12% 155
2025
Q2 		$893K Buy
9,312
+19
+0.2% +$1.78K 0.22% 106
2025
Q1 		$952K Buy
+9,293
New +$939K 0.26% 98

Other funds holding CHRW

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Lantz Financial's CHRW Position: Q2 2026 in Review

Lantz Financial reduced its C.H. Robinson (CHRW) stake by 0.21% in Q2 2026, selling an estimated $1.6K and leaving 4,199 shares worth $791K. The position accounts for 0.14% of the portfolio, ranked #140.

Lantz Financial first reported a position in CHRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $952K in Q1 2025. 144 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Lantz Financial held 4,199 shares of C.H. Robinson worth $791K as of Q2 2026.
  • Lantz Financial sold 9 C.H. Robinson shares in Q2 2026, an estimated $1.6K.
  • C.H. Robinson made up 0.14% of Lantz Financial's portfolio in Q2 2026, its #140 holding.
  • Lantz Financial first reported a position in C.H. Robinson in Q1 2025 and has held it in 6 quarters since.
  • Lantz Financial's C.H. Robinson position peaked at $952K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.