Root Financial Partners
CHRW icon

Root Financial Partners’s C.H. Robinson CHRW Stock Holding History

Root Financial Partners’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 		$190K Buy
+1,287
New +$210K 0.01% 464
2026
Q2 		– Sell
-933
Closed -$155K – 927
2026
Q1 		$155K Buy
933
+75
+9% +$13.4K 0.01% 405
2025
Q4 		$138K Buy
858
+80
+10% +$11.8K 0.01% 366
2025
Q3 		$103K Buy
+778
New +$91.3K 0.01% 433

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

Root Financial Partners's CHRW Position: Q3 2026 in Review

Root Financial Partners opened a new position in C.H. Robinson (CHRW) in Q3 2026: 1,287 shares worth $190K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHRW as recently as Q1 2026.

Root Financial Partners first reported a position in CHRW in Q3 2025 and has held it in 4 quarters since. 714 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Root Financial Partners held 1,287 shares of C.H. Robinson worth $190K as of Q3 2026.
  • C.H. Robinson was a new Root Financial Partners position in Q3 2026.
  • C.H. Robinson made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #464 holding.
  • Root Financial Partners first reported a position in C.H. Robinson in Q3 2025 and has held it in 4 quarters since.
  • 714 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.