Philip James Wealth Mangement’s C.H. Robinson CHRW Stock Holding History

Philip James Wealth Mangement’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	$517K	Sell	3,113 -29	-0.9%	-$5.19K	0.06%	109
2025 Q4	$505K	Buy	3,142 +227	+8%	+$33.5K	0.06%	118
2025 Q3	$386K	Sell	2,915 -185	-6%	-$21.7K	0.05%	129
2025 Q2	$297K	Buy	3,100 +15	+0.5%	+$1.41K	0.04%	137
2025 Q1	$316K	Buy	3,085 +668	+28%	+$67.5K	0.04%	131
2024 Q4	$250K	Buy	2,417 +14	+0.6%	+$1.51K	0.03%	149
2024 Q3	$265K	Buy	2,403 +13	+0.5%	+$1.26K	0.03%	135
2024 Q2	$211K	Buy	+2,390	New	+$191K	0.14%	72
2024 Q1	–	Sell	-3,125	Closed	-$270K	–	79
2023 Q4	$270K	Buy	+3,125	New	+$262K	0.21%	60

Other funds holding CHRW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 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

Philip James Wealth Mangement's CHRW Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its C.H. Robinson (CHRW) stake by 0.92% in Q1 2026, selling an estimated $5.19K and leaving 3,113 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #109.

Philip James Wealth Mangement first reported a position in CHRW in Q4 2023 and has held it in 9 quarters since. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Philip James Wealth Mangement held 3,113 shares of C.H. Robinson worth $517K as of Q1 2026.
Philip James Wealth Mangement sold 29 C.H. Robinson shares in Q1 2026, an estimated $5.19K.
C.H. Robinson made up 0.06% of Philip James Wealth Mangement's portfolio in Q1 2026, its #109 holding.
Philip James Wealth Mangement first reported a position in C.H. Robinson in Q4 2023 and has held it in 9 quarters since.
882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.