SWA
CHRW icon

Sax Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

Sax Wealth Advisors’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 		$252K Buy
+1,518
New +$270K 0.01% 479

Other funds holding CHRW

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sax Wealth Advisors's CHRW Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in C.H. Robinson (CHRW) in Q2 2026: 1,518 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings.

144 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Sax Wealth Advisors held 1,518 shares of C.H. Robinson worth $252K as of Q2 2026.
  • C.H. Robinson was a new Sax Wealth Advisors position in Q2 2026.
  • C.H. Robinson made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #479 holding.
  • 144 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.