Lantz Financial
CHRW icon

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
Q3 		$661K Buy
4,469
+270
+6% +$44K 0.12% 149
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

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Thomas Story & Son
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Lantz Financial's CHRW Position: Q3 2026 in Review

Lantz Financial increased its C.H. Robinson (CHRW) stake by 6.4% in Q3 2026, buying an estimated $44K and bringing the position to 4,469 shares worth $661K. The position accounts for 0.12% of the portfolio, ranked #149.

Lantz Financial first reported a position in CHRW in Q1 2025 and has held it in 7 quarters since. The position peaked at $952K in Q1 2025. 124 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Lantz Financial held 4,469 shares of C.H. Robinson worth $661K as of Q3 2026.
  • Lantz Financial bought 270 C.H. Robinson shares in Q3 2026, an estimated $44K.
  • C.H. Robinson made up 0.12% of Lantz Financial's portfolio in Q3 2026, its #149 holding.
  • Lantz Financial first reported a position in C.H. Robinson in Q1 2025 and has held it in 7 quarters since.
  • Lantz Financial's C.H. Robinson position peaked at $952K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.