Private Wealth Management Group’s C.H. Robinson CHRW Stock Holding History

Private Wealth Management Group’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	$23.4K	Hold	124	–	–	0.01%	343
2026 Q1	$20.6K	Hold	124	–	–	0.01%	329
2025 Q4	$19.9K	Hold	124	–	–	0.01%	327
2025 Q3	$16.4K	Hold	124	–	–	﹤0.01%	382
2025 Q2	$11.9K	Hold	124	–	–	﹤0.01%	437
2025 Q1	$12.7K	Sell	124 -7	-5%	-$707	﹤0.01%	405
2024 Q4	$13.5K	Buy	131 +7	+6%	+$753	0.01%	395
2024 Q3	$13.7K	Buy	124 +1	+0.8%	+$97	0.01%	376
2024 Q2	$10.8K	Buy	123 +95	+339%	+$7.58K	﹤0.01%	423
2024 Q1	$2.13K	Sell	28 -5	-15%	-$391	﹤0.01%	932
2023 Q4	$2.85K	Buy	+33	New	+$2.77K	﹤0.01%	822

Other funds holding CHRW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Private Wealth Management Group's CHRW Position: Q2 2026 in Review

Private Wealth Management Group held its C.H. Robinson (CHRW) position steady in Q2 2026 at 124 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #343.

Private Wealth Management Group first reported a position in CHRW in Q4 2023 and has held it in 11 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Private Wealth Management Group held 124 shares of C.H. Robinson worth $23.4K as of Q2 2026.
Private Wealth Management Group left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #343 holding.
Private Wealth Management Group first reported a position in C.H. Robinson in Q4 2023 and has held it in 11 quarters since.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.