Measured Wealth Private Client Group’s C.H. Robinson CHRW Stock Holding History

Measured Wealth Private Client Group’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	$35.2K	Sell	187 -96	-34%	-$17.1K	0.01%	378
2026 Q1	$47K	Hold	283	–	–	0.01%	305
2025 Q4	$45.5K	Buy	283 +23	+9%	+$3.4K	0.01%	322
2025 Q3	$34.4K	Buy	+260	New	+$30.5K	0.01%	358
2022 Q4	–	Sell	-2,854	Closed	-$275K	–	167
2022 Q3	$275K	Buy	+2,854	New	+$307K	0.12%	110
2021 Q3	–	Sell	-2,979	Closed	-$279K	–	159
2021 Q2	$279K	Buy	+2,979	New	+$290K	0.09%	146

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 $59.9B AUM 27.01% 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

Measured Wealth Private Client Group's CHRW Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its C.H. Robinson (CHRW) stake by 34% in Q2 2026, selling an estimated $17.1K and leaving 187 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #378.

Measured Wealth Private Client Group first reported a position in CHRW in Q2 2021 and has held it in 6 quarters since. The position peaked at $279K in Q2 2021. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Measured Wealth Private Client Group held 187 shares of C.H. Robinson worth $35.2K as of Q2 2026.
Measured Wealth Private Client Group sold 96 C.H. Robinson shares in Q2 2026, an estimated $17.1K.
C.H. Robinson made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #378 holding.
Measured Wealth Private Client Group first reported a position in C.H. Robinson in Q2 2021 and has held it in 6 quarters since.
Measured Wealth Private Client Group's C.H. Robinson position peaked at $279K in Q2 2021.
889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.