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

Physician 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	$2.45K	Sell	13 -2	-13%	-$355	﹤0.01%	1415
2026 Q1	$2.49K	Hold	15	–	–	﹤0.01%	1254
2025 Q4	$2.41K	Buy	15 +5	+50%	+$739	﹤0.01%	1211
2025 Q3	$1.32K	Buy	10 +4	+67%	+$469	﹤0.01%	1413
2025 Q2	$576	Hold	6	–	–	﹤0.01%	1676
2025 Q1	$615	Hold	6	–	–	﹤0.01%	1335
2024 Q4	$620	Buy	+6	New	+$646	﹤0.01%	1082

Other funds holding CHRW

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Physician Wealth Advisors reduced its C.H. Robinson (CHRW) stake by 13% in Q2 2026, selling an estimated $355 and leaving 13 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Physician Wealth Advisors first reported a position in CHRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49K in Q1 2026. 153 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Physician Wealth Advisors held 13 shares of C.H. Robinson worth $2.45K as of Q2 2026.
Physician Wealth Advisors sold 2 C.H. Robinson shares in Q2 2026, an estimated $355.
C.H. Robinson made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1415 holding.
Physician Wealth Advisors first reported a position in C.H. Robinson in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's C.H. Robinson position peaked at $2.49K in Q1 2026.
153 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.