Marks Group Wealth Management’s C.H. Robinson CHRW Stock Holding History

Marks Group Wealth Management’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	–	Sell	-1,486	Closed	-$247K	–	354
2026 Q1	$247K	Buy	1,486 +15	+1%	+$2.68K	0.02%	316
2025 Q4	$236K	Buy	+1,471	New	+$217K	0.02%	314
2023 Q3	–	Sell	-3,413	Closed	-$322K	–	275
2023 Q2	$322K	Sell	3,413 -121	-3%	-$11.7K	0.04%	244
2023 Q1	$351K	Buy	+3,534	New	+$348K	0.04%	234
2022 Q4	–	Sell	-2,138	Closed	-$206K	–	281
2022 Q3	$206K	Hold	2,138	–	–	0.03%	260
2022 Q2	$217K	Hold	2,138	–	–	0.03%	273
2022 Q1	$230K	Buy	+2,138	New	+$217K	0.03%	283

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

Marks Group Wealth Management's CHRW Position: Q2 2026 in Review

Marks Group Wealth Management sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 1,486 shares — an estimated $247K sold.

Marks Group Wealth Management first reported a position in CHRW in Q1 2022 and held it in 7 quarters. The position peaked at $351K in Q1 2023. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Marks Group Wealth Management reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
Marks Group Wealth Management sold 1,486 C.H. Robinson shares in Q2 2026, an estimated $247K.
Marks Group Wealth Management first reported a position in C.H. Robinson in Q1 2022 and held it in 7 quarters.
Marks Group Wealth Management's C.H. Robinson position peaked at $351K in Q1 2023.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.