Mount Yale Investment Advisors’s C.H. Robinson CHRW Stock Holding History

Mount Yale Investment 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 Q1	$1.84M	Buy	11,031 +6,923	+169%	+$1.24M	0.04%	386
2025 Q4	$663K	Buy	4,108 +69	+2%	+$10.2K	0.03%	389
2025 Q3	$537K	Buy	4,039 +95	+2%	+$11.1K	0.04%	403
2025 Q2	$378K	Buy	3,944 +1,934	+96%	+$181K	0.03%	401
2025 Q1	$206K	Buy	+2,010	New	+$203K	0.02%	516
2020 Q1	–	Sell	-4,637	Closed	-$335K	–	297
2019 Q4	$335K	Sell	4,637 -2,895	-38%	-$231K	0.06%	267
2019 Q3	$569K	Sell	7,532 -5,790	-43%	-$487K	0.1%	173
2019 Q2	$1.11M	Buy	13,322 +1,746	+15%	+$147K	0.21%	109
2019 Q1	$1.01M	Buy	11,576 +1,201	+12%	+$105K	0.19%	112
2018 Q4	$935K	Sell	10,375 -113	-1%	-$10.1K	0.19%	119
2018 Q3	$953K	Buy	10,488 +5,092	+94%	+$478K	0.17%	116
2018 Q2	$451K	Sell	5,396 -1,341	-20%	-$120K	0.09%	189
2018 Q1	$631K	Buy	+6,737	New	+$621K	0.14%	142

Other funds holding CHRW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mount Yale Investment Advisors's CHRW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its C.H. Robinson (CHRW) stake by 169% in Q1 2026, buying an estimated $1.24M and bringing the position to 11,031 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #386.

Mount Yale Investment Advisors first reported a position in CHRW in Q1 2018 and has held it in 13 quarters since. 887 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Mount Yale Investment Advisors held 11,031 shares of C.H. Robinson worth $1.84M as of Q1 2026.
Mount Yale Investment Advisors bought 6,923 C.H. Robinson shares in Q1 2026, an estimated $1.24M.
C.H. Robinson made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #386 holding.
Mount Yale Investment Advisors first reported a position in C.H. Robinson in Q1 2018 and has held it in 13 quarters since.
887 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.