MFWP
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Mosaic Family Wealth Partners’s C.H. Robinson CHRW Stock Holding History

Mosaic Family Wealth Partners’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 		$470K Buy
2,494
+1,221
+96% +$217K 0.03% 296
2026
Q1 		$211K Buy
+1,273
New +$228K 0.02% 266

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 $3.38T AUM 44.17% 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

Mosaic Family Wealth Partners's CHRW Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its C.H. Robinson (CHRW) stake by 96% in Q2 2026, buying an estimated $217K and bringing the position to 2,494 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #296.

Mosaic Family Wealth Partners first reported a position in CHRW in Q1 2026 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,494 shares of C.H. Robinson worth $470K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,221 C.H. Robinson shares in Q2 2026, an estimated $217K.
  • C.H. Robinson made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #296 holding.
  • Mosaic Family Wealth Partners first reported a position in C.H. Robinson in Q1 2026 and has held it in 2 quarters since.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.