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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Root Financial Partners's CHRW Position: Q1 2026 in Review

Root Financial Partners increased its C.H. Robinson (CHRW) stake by 8.7% in Q1 2026, buying an estimated $13.4K and bringing the position to 933 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #405.

Root Financial Partners first reported a position in CHRW in Q3 2025 and has held it in 3 quarters since. 884 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Root Financial Partners held 933 shares of C.H. Robinson worth $155K as of Q1 2026.
  • Root Financial Partners bought 75 C.H. Robinson shares in Q1 2026, an estimated $13.4K.
  • C.H. Robinson made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #405 holding.
  • Root Financial Partners first reported a position in C.H. Robinson in Q3 2025 and has held it in 3 quarters since.
  • 884 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.