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Potentia Wealth’s C.H. Robinson CHRW Stock Holding History

Potentia Wealth’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 		$639K Hold
3,393
– – 0.26% 41
2026
Q1 		$563K Buy
3,393
+117
+4% +$20.9K 0.22% 51
2025
Q4 		$527K Hold
3,276
– – 0.19% 53
2025
Q3 		$434K Hold
3,276
– – 0.17% 66
2025
Q2 		$314K Hold
3,276
– – 0.18% 59
2025
Q1 		$335K Hold
3,276
– – 0.16% 72
2024
Q4 		$338K Buy
+3,276
New +$353K 0.15% 79

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 $3.38T AUM 44.17% 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

Potentia Wealth's CHRW Position: Q2 2026 in Review

Potentia Wealth held its C.H. Robinson (CHRW) position steady in Q2 2026 at 3,393 shares worth $639K. The position accounts for 0.26% of the portfolio, ranked #41.

Potentia Wealth first reported a position in CHRW in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Potentia Wealth held 3,393 shares of C.H. Robinson worth $639K as of Q2 2026.
  • Potentia Wealth left its C.H. Robinson share count unchanged in Q2 2026.
  • C.H. Robinson made up 0.26% of Potentia Wealth's portfolio in Q2 2026, its #41 holding.
  • Potentia Wealth first reported a position in C.H. Robinson in Q4 2024 and has held it in 7 quarters since.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.