Principia Wealth Advisory
CHRW icon

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
Q3 		$3.55K Sell
24
-2
-8% -$326 ﹤0.01% 454
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Principia Wealth Advisory's CHRW Position: Q3 2026 in Review

Principia Wealth Advisory reduced its C.H. Robinson (CHRW) stake by 7.7% in Q3 2026, selling an estimated $326 and leaving 24 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Principia Wealth Advisory first reported a position in CHRW in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.9K in Q2 2026. 714 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Principia Wealth Advisory held 24 shares of C.H. Robinson worth $3.55K as of Q3 2026.
  • Principia Wealth Advisory sold 2 C.H. Robinson shares in Q3 2026, an estimated $326.
  • C.H. Robinson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #454 holding.
  • Principia Wealth Advisory first reported a position in C.H. Robinson in Q4 2024 and has held it in 8 quarters since.
  • Principia Wealth Advisory's C.H. Robinson position peaked at $4.9K in Q2 2026.
  • 714 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.