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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
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 $6.73T 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

Root Financial Partners's CHRW Position: Q2 2026 in Review

Root Financial Partners sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 933 shares — an estimated $155K sold.

Root Financial Partners first reported a position in CHRW in Q3 2025 and held it in 3 quarters. The position peaked at $155K in Q1 2026. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Root Financial Partners reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 933 C.H. Robinson shares in Q2 2026, an estimated $155K.
  • Root Financial Partners first reported a position in C.H. Robinson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's C.H. Robinson position peaked at $155K in Q1 2026.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.