PWA
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Principia Wealth Advisory’s C.H. Robinson CHRW Stock Holding History

Principia Wealth Advisory’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 		$4.9K Buy
26
+21
+420% +$3.73K ﹤0.01% 375
2026
Q1 		$830 Hold
5
– – ﹤0.01% 748
2025
Q4 		$804 Buy
5
+2
+67% +$295 ﹤0.01% 730
2025
Q3 		$397 Hold
3
– – ﹤0.01% 819
2025
Q2 		$288 Sell
3
-1
-25% -$94 ﹤0.01% 856
2025
Q1 		$368 Sell
4
-2
-33% -$202 ﹤0.01% 649
2024
Q4 		$620 Buy
+6
New +$646 ﹤0.01% 487

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

Principia Wealth Advisory's CHRW Position: Q2 2026 in Review

Principia Wealth Advisory increased its C.H. Robinson (CHRW) stake by 420% in Q2 2026, buying an estimated $3.73K and bringing the position to 26 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Principia Wealth Advisory first reported a position in CHRW in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Principia Wealth Advisory held 26 shares of C.H. Robinson worth $4.9K as of Q2 2026.
  • Principia Wealth Advisory bought 21 C.H. Robinson shares in Q2 2026, an estimated $3.73K.
  • C.H. Robinson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #375 holding.
  • Principia Wealth Advisory first reported a position in C.H. Robinson in Q4 2024 and has held it in 7 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.