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Schwarz Dygos Wheeler Investment Advisors’s C.H. Robinson CHRW Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$235K Sell
1,249
-4
-0.3% -$710 0.04% 158
2026
Q1 		$208K Hold
1,253
– – 0.04% 167
2025
Q4 		$201K Buy
+1,253
New +$185K 0.04% 165
2023
Q2 		– Sell
-2,093
Closed -$208K – 142
2023
Q1 		$208K Buy
+2,093
New +$206K 0.08% 130

Other funds holding CHRW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's CHRW Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its C.H. Robinson (CHRW) stake by 0.32% in Q2 2026, selling an estimated $710 and leaving 1,249 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #158.

Schwarz Dygos Wheeler Investment Advisors first reported a position in CHRW in Q1 2023 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,249 shares of C.H. Robinson worth $235K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 4 C.H. Robinson shares in Q2 2026, an estimated $710.
  • C.H. Robinson made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in C.H. Robinson in Q1 2023 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.