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Phoenix Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

Phoenix Wealth 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 		$422K Sell
2,239
-34
-1% -$6.04K 0.14% 97
2026
Q1 		$377K Sell
2,273
-79
-3% -$14.1K 0.15% 98
2025
Q4 		$378K Sell
2,352
-33
-1% -$4.88K 0.15% 96
2025
Q3 		$316K Sell
2,385
-47
-2% -$5.51K 0.12% 102
2025
Q2 		$233K Buy
2,432
+21
+0.9% +$1.97K 0.1% 116
2025
Q1 		$247K Buy
2,411
+74
+3% +$7.48K 0.11% 109
2024
Q4 		$241K Sell
2,337
-76
-3% -$8.18K 0.1% 107
2024
Q3 		$266K Sell
2,413
-51
-2% -$4.95K 0.12% 104
2024
Q2 		$217K Buy
+2,464
New +$197K 0.11% 117
2024
Q1 		– Sell
-2,460
Closed -$214K – 116
2023
Q4 		$214K Sell
2,460
-23
-0.9% -$1.93K 0.15% 109
2023
Q3 		$214K Buy
2,483
+10
+0.4% +$934 0.13% 107
2023
Q2 		$233K Sell
2,473
-15
-0.6% -$1.45K 0.14% 101
2023
Q1 		$247K Buy
2,488
+64
+3% +$6.3K 0.15% 94
2022
Q4 		$222K Buy
2,424
+106
+5% +$10.1K 0.13% 101
2022
Q3 		$223K Sell
2,318
-12
-0.5% -$1.29K 0.22% 100
2022
Q2 		$236K Buy
2,330
+132
+6% +$13.8K 0.23% 98
2022
Q1 		$219K Buy
2,198
+161
+8% +$16.4K 0.23% 89
2021
Q4 		$219K Sell
2,037
-502
-20% -$48.8K 0.17% 111
2021
Q3 		$221K Buy
2,539
+11
+0.4% +$995 0.17% 107
2021
Q2 		$235K Buy
2,528
+238
+10% +$23.2K 0.17% 109
2021
Q1 		$222K Buy
2,290
+489
+27% +$45.7K 0.17% 107
2020
Q4 		$169K Buy
+1,801
New +$172K 0.13% 118

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 $3.37T AUM 44.26% 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

Phoenix Wealth Advisors's CHRW Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its C.H. Robinson (CHRW) stake by 1.5% in Q2 2026, selling an estimated $6.04K and leaving 2,239 shares worth $422K. The position accounts for 0.14% of the portfolio, ranked #97.

Phoenix Wealth Advisors first reported a position in CHRW in Q4 2020 and has held it in 22 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Phoenix Wealth Advisors held 2,239 shares of C.H. Robinson worth $422K as of Q2 2026.
  • Phoenix Wealth Advisors sold 34 C.H. Robinson shares in Q2 2026, an estimated $6.04K.
  • C.H. Robinson made up 0.14% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Phoenix Wealth Advisors first reported a position in C.H. Robinson in Q4 2020 and has held it in 22 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.