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Monument Capital Management’s C.H. Robinson CHRW Stock Holding History

Monument Capital 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 		$2.74M Sell
14,552
-28
-0.2% -$4.97K 0.55% 67
2026
Q1 		$2.42M Buy
14,580
+358
+3% +$64K 0.61% 65
2025
Q4 		$2.29M Buy
+14,222
New +$2.1M 0.57% 70

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

Monument Capital Management's CHRW Position: Q2 2026 in Review

Monument Capital Management reduced its C.H. Robinson (CHRW) stake by 0.19% in Q2 2026, selling an estimated $4.97K and leaving 14,552 shares worth $2.74M. The position accounts for 0.55% of the portfolio, ranked #67.

Monument Capital Management first reported a position in CHRW in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Monument Capital Management held 14,552 shares of C.H. Robinson worth $2.74M as of Q2 2026.
  • Monument Capital Management sold 28 C.H. Robinson shares in Q2 2026, an estimated $4.97K.
  • C.H. Robinson made up 0.55% of Monument Capital Management's portfolio in Q2 2026, its #67 holding.
  • Monument Capital Management first reported a position in C.H. Robinson in Q4 2025 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.