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

LVW 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 		$224K Buy
+1,190
New +$211K 0.02% 416

Other funds holding CHRW

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LVW Advisors's CHRW Position: Q2 2026 in Review

LVW Advisors opened a new position in C.H. Robinson (CHRW) in Q2 2026: 1,190 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings.

294 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • LVW Advisors held 1,190 shares of C.H. Robinson worth $224K as of Q2 2026.
  • C.H. Robinson was a new LVW Advisors position in Q2 2026.
  • C.H. Robinson made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #416 holding.
  • 294 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.