Lido Advisors’s C.H. Robinson CHRW Stock Holding History

Lido 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	$2.26M	Sell	11,941 -2,212	-16%	-$393K	0.01%	757
2026 Q1	$2.36M	Buy	14,153 +395	+3%	+$70.7K	0.01%	667
2025 Q4	$1.91M	Buy	13,758 +12	+0.1%	+$1.77K	0.01%	732
2025 Q3	$1.83M	Buy	13,746 +590	+4%	+$69.2K	0.01%	713
2025 Q2	$1.26M	Buy	13,156 +10,657	+426%	+$998K	﹤0.01%	746
2025 Q1	$257K	Sell	2,499 -5,526	-69%	-$559K	﹤0.01%	1273
2024 Q4	$834K	Buy	8,025 +5,648	+238%	+$608K	﹤0.01%	832
2024 Q3	$262K	Sell	2,377 -6,333	-73%	-$615K	﹤0.01%	1212
2024 Q2	$773K	Sell	8,710 -1,991	-19%	-$159K	﹤0.01%	771
2024 Q1	$816K	Buy	+10,701	New	+$837K	﹤0.01%	740
2023 Q2	–	Sell	-23,161	Closed	-$2.3M	–	1237
2023 Q1	$2.3M	Buy	+23,161	New	+$2.28M	0.02%	321
2022 Q3	–	Sell	-8,500	Closed	-$861K	–	961
2022 Q2	$861K	Buy	+8,500	New	+$887K	0.01%	386
2019 Q2	–	Sell	-3,625	Closed	-$315K	–	545
2019 Q1	$315K	Buy	3,625 +985	+37%	+$86.5K	0.02%	376
2018 Q4	$221K	Buy	+2,640	New	+$236K	0.02%	376

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

Lido Advisors's CHRW Position: Q2 2026 in Review

Lido Advisors reduced its C.H. Robinson (CHRW) stake by 16% in Q2 2026, selling an estimated $393K and leaving 11,941 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #757.

Lido Advisors first reported a position in CHRW in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.36M in Q1 2026. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Lido Advisors held 11,941 shares of C.H. Robinson worth $2.26M as of Q2 2026.
Lido Advisors sold 2,212 C.H. Robinson shares in Q2 2026, an estimated $393K.
C.H. Robinson made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #757 holding.
Lido Advisors first reported a position in C.H. Robinson in Q4 2018 and has held it in 14 quarters since.
Lido Advisors's C.H. Robinson position peaked at $2.36M in Q1 2026.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.