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LRI Investments’s C.H. Robinson CHRW Stock Holding History

LRI Investments’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 		$13.9K Sell
74
-49
-40% -$8.7K ﹤0.01% 869
2026
Q1 		$20.4K Buy
123
+13
+12% +$2.33K ﹤0.01% 687
2025
Q4 		$17.7K Hold
110
– – ﹤0.01% 740
2025
Q3 		$14.6K Hold
110
– – ﹤0.01% 792
2025
Q2 		$10.6K Buy
110
+44
+67% +$4.12K ﹤0.01% 832
2025
Q1 		$6.76K Hold
66
– – ﹤0.01% 873
2024
Q4 		$6.82K Hold
66
– – ﹤0.01% 858
2024
Q3 		$7.36K Hold
66
– – ﹤0.01% 839
2024
Q2 		$5.82K Hold
66
– – ﹤0.01% 862
2024
Q1 		$5.03K Buy
+66
New +$5.16K ﹤0.01% 626

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

LRI Investments's CHRW Position: Q2 2026 in Review

LRI Investments reduced its C.H. Robinson (CHRW) stake by 40% in Q2 2026, selling an estimated $8.7K and leaving 74 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

LRI Investments first reported a position in CHRW in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.4K in Q1 2026. 893 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • LRI Investments held 74 shares of C.H. Robinson worth $13.9K as of Q2 2026.
  • LRI Investments sold 49 C.H. Robinson shares in Q2 2026, an estimated $8.7K.
  • C.H. Robinson made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #869 holding.
  • LRI Investments first reported a position in C.H. Robinson in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's C.H. Robinson position peaked at $20.4K in Q1 2026.
  • 893 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.