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Planning Strategies’s C.H. Robinson CHRW Stock Holding History

Planning Strategies’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 		$565 Buy
+3
New +$533 ﹤0.01% 838

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's CHRW Position: Q2 2026 in Review

Planning Strategies opened a new position in C.H. Robinson (CHRW) in Q2 2026: 3 shares worth $565. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings.

838 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Planning Strategies held 3 shares of C.H. Robinson worth $565 as of Q2 2026.
  • C.H. Robinson was a new Planning Strategies position in Q2 2026.
  • C.H. Robinson made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #838 holding.
  • 838 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.