Mowery & Schoenfeld Wealth Management’s C.H. Robinson CHRW Stock Holding History

Mowery & Schoenfeld Wealth 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	$3.2K	Hold	17	–	–	﹤0.01%	310
2026 Q1	$2.82K	Sell	17 -11	-39%	-$1.97K	﹤0.01%	306
2025 Q4	$4.5K	Buy	28 +11	+65%	+$1.63K	0.01%	334
2025 Q3	$2.25K	Hold	17	–	–	﹤0.01%	332
2025 Q2	$1.63K	Hold	17	–	–	﹤0.01%	337
2025 Q1	$1.74K	Sell	17 -2	-11%	-$202	﹤0.01%	392
2024 Q4	$1.96K	Buy	+19	New	+$2.04K	﹤0.01%	402

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 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

Mowery & Schoenfeld Wealth Management's CHRW Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its C.H. Robinson (CHRW) position steady in Q2 2026 at 17 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Mowery & Schoenfeld Wealth Management first reported a position in CHRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.5K in Q4 2025. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 17 shares of C.H. Robinson worth $3.2K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #310 holding.
Mowery & Schoenfeld Wealth Management first reported a position in C.H. Robinson in Q4 2024 and has held it in 7 quarters since.
Mowery & Schoenfeld Wealth Management's C.H. Robinson position peaked at $4.5K in Q4 2025.
894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.