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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
Q2 		$2.15M Buy
11,409
+378
+3% +$67.1K 0.04% 394
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
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

Mount Yale Investment Advisors's CHRW Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its C.H. Robinson (CHRW) stake by 3.4% in Q2 2026, buying an estimated $67.1K and bringing the position to 11,409 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #394.

Mount Yale Investment Advisors first reported a position in CHRW in Q1 2018 and has held it in 14 quarters since. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Mount Yale Investment Advisors held 11,409 shares of C.H. Robinson worth $2.15M as of Q2 2026.
  • Mount Yale Investment Advisors bought 378 C.H. Robinson shares in Q2 2026, an estimated $67.1K.
  • C.H. Robinson made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #394 holding.
  • Mount Yale Investment Advisors first reported a position in C.H. Robinson in Q1 2018 and has held it in 14 quarters since.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.