LFA
CHRW icon

Legacy Financial Advisors’s C.H. Robinson CHRW Stock Holding History

Legacy Financial Advisors’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 		$397K Buy
2,108
+25
+1% +$4.44K 0.05% 285
2026
Q1 		$346K Sell
2,083
-26
-1% -$4.65K 0.05% 298
2025
Q4 		$339K Sell
2,109
-80
-4% -$11.8K 0.05% 296
2025
Q3 		$290K Sell
2,189
-203
-8% -$23.8K 0.04% 327
2025
Q2 		$230K Sell
2,392
-3,845
-62% -$360K 0.04% 316
2025
Q1 		$639K Sell
6,237
-207
-3% -$20.9K 0.11% 161
2024
Q4 		$666K Sell
6,444
-231
-3% -$24.9K 0.11% 159
2024
Q3 		$737K Sell
6,675
-77
-1% -$7.48K 0.12% 144
2024
Q2 		$595K Buy
6,752
+2,118
+46% +$169K 0.11% 163
2024
Q1 		$353K Sell
4,634
-149
-3% -$11.7K 0.06% 222
2023
Q4 		$413K Buy
4,783
+334
+8% +$28K 0.08% 183
2023
Q3 		$383K Sell
4,449
-117
-3% -$10.9K 0.08% 173
2023
Q2 		$431K Buy
4,566
+227
+5% +$21.9K 0.08% 158
2023
Q1 		$431K Buy
4,339
+329
+8% +$32.4K 0.09% 143
2022
Q4 		$367K Sell
4,010
-103
-3% -$9.81K 0.08% 149
2022
Q3 		$396K Buy
4,113
+216
+6% +$23.2K 0.09% 119
2022
Q2 		$395K Buy
3,897
+273
+8% +$28.5K 0.1% 114
2022
Q1 		$390K Sell
3,624
-218
-6% -$22.1K 0.09% 127
2021
Q4 		$414K Buy
3,842
+1,245
+48% +$121K 0.1% 108
2021
Q3 		$226K Buy
2,597
+70
+3% +$6.33K 0.06% 163
2021
Q2 		$237K Buy
2,527
+348
+16% +$33.9K 0.06% 150
2021
Q1 		$208K Buy
+2,179
New +$203K 0.06% 151
2019
Q2 		– Sell
-182
Closed -$16K – 258
2019
Q1 		$16K Buy
182
+19
+12% +$1.67K 0.01% 504
2018
Q4 		$14K Buy
+163
New +$14.6K 0.01% 478

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

Legacy Financial Advisors's CHRW Position: Q2 2026 in Review

Legacy Financial Advisors increased its C.H. Robinson (CHRW) stake by 1.2% in Q2 2026, buying an estimated $4.44K and bringing the position to 2,108 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #285.

Legacy Financial Advisors first reported a position in CHRW in Q4 2018 and has held it in 24 quarters since. The position peaked at $737K in Q3 2024. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Legacy Financial Advisors held 2,108 shares of C.H. Robinson worth $397K as of Q2 2026.
  • Legacy Financial Advisors bought 25 C.H. Robinson shares in Q2 2026, an estimated $4.44K.
  • C.H. Robinson made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #285 holding.
  • Legacy Financial Advisors first reported a position in C.H. Robinson in Q4 2018 and has held it in 24 quarters since.
  • Legacy Financial Advisors's C.H. Robinson position peaked at $737K in Q3 2024.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.