Next Level Wealth Planning’s C.H. Robinson CHRW Stock Holding History

Next Level Wealth Planning’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 Q3	$35K	Buy	+237	New	+$38.6K	0.01%	208

Other funds holding CHRW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Next Level Wealth Planning's CHRW Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in C.H. Robinson (CHRW) in Q3 2026: 237 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings.

404 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

Next Level Wealth Planning held 237 shares of C.H. Robinson worth $35K as of Q3 2026.
C.H. Robinson was a new Next Level Wealth Planning position in Q3 2026.
C.H. Robinson made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #208 holding.
404 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.