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 Q2	$410K	Sell	2,177 -936	-30%	-$166K	0.05%	113
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Philip James Wealth Mangement's CHRW Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its C.H. Robinson (CHRW) stake by 30% in Q2 2026, selling an estimated $166K and leaving 2,177 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #113.

Philip James Wealth Mangement first reported a position in CHRW in Q4 2023 and has held it in 10 quarters since. The position peaked at $517K in Q1 2026. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Philip James Wealth Mangement held 2,177 shares of C.H. Robinson worth $410K as of Q2 2026.
Philip James Wealth Mangement sold 936 C.H. Robinson shares in Q2 2026, an estimated $166K.
C.H. Robinson made up 0.05% of Philip James Wealth Mangement's portfolio in Q2 2026, its #113 holding.
Philip James Wealth Mangement first reported a position in C.H. Robinson in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's C.H. Robinson position peaked at $517K in Q1 2026.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.