Lloyd Advisory Services’s C.H. Robinson CHRW Stock Holding History

Lloyd Advisory Services’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	$1.7K	Buy	+9	New	+$1.6K	﹤0.01%	533
2023 Q4	–	Sell	-5,681	Closed	-$489K	–	178
2023 Q3	$489K	Buy	+5,681	New	+$530K	0.16%	129
2020 Q1	–	Sell	-8	Closed	-$1K	–	289
2019 Q4	$1K	Buy	+8	New	+$637	﹤0.01%	323

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's CHRW Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in C.H. Robinson (CHRW) in Q2 2026: 9 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in CHRW as recently as Q3 2023.

Lloyd Advisory Services first reported a position in CHRW in Q4 2019 and has held it in 3 quarters since. The position peaked at $489K in Q3 2023. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Lloyd Advisory Services held 9 shares of C.H. Robinson worth $1.7K as of Q2 2026.
C.H. Robinson was a new Lloyd Advisory Services position in Q2 2026.
C.H. Robinson made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #533 holding.
Lloyd Advisory Services first reported a position in C.H. Robinson in Q4 2019 and has held it in 3 quarters since.
Lloyd Advisory Services's C.H. Robinson position peaked at $489K in Q3 2023.
894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.