SWM
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SHP Wealth Management’s C.H. Robinson CHRW Stock Holding History

SHP Wealth Management’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 		$3.68K Buy
20
+8
+67% +$1.42K ﹤0.01% 1234
2026
Q1 		$1.92K Buy
12
+3
+33% +$537 ﹤0.01% 1286
2025
Q4 		$1.37K Buy
+9
New +$1.33K ﹤0.01% 1196

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 $3.38T AUM 44.17% 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

SHP Wealth Management's CHRW Position: Q2 2026 in Review

SHP Wealth Management increased its C.H. Robinson (CHRW) stake by 67% in Q2 2026, buying an estimated $1.42K and bringing the position to 20 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

SHP Wealth Management first reported a position in CHRW in Q4 2025 and has held it in 3 quarters since. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • SHP Wealth Management held 20 shares of C.H. Robinson worth $3.68K as of Q2 2026.
  • SHP Wealth Management bought 8 C.H. Robinson shares in Q2 2026, an estimated $1.42K.
  • C.H. Robinson made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1234 holding.
  • SHP Wealth Management first reported a position in C.H. Robinson in Q4 2025 and has held it in 3 quarters since.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.