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

SOA 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	$211	Hold	1	–	–	﹤0.01%	845
2026 Q1	$185	Hold	1	–	–	﹤0.01%	810
2025 Q4	$178	Hold	1	–	–	﹤0.01%	813
2025 Q3	$146	Hold	1	–	–	﹤0.01%	847
2025 Q2	$105	Hold	1	–	–	﹤0.01%	836
2025 Q1	$112	Hold	1	–	–	﹤0.01%	845
2024 Q4	$112	Hold	1	–	–	﹤0.01%	840
2024 Q3	$119	Hold	1	–	–	﹤0.01%	803
2024 Q2	$94	Hold	1	–	–	﹤0.01%	822
2024 Q1	$81	Hold	1	–	–	﹤0.01%	884
2023 Q4	$91	Hold	1	–	–	﹤0.01%	877
2023 Q3	$90	Hold	1	–	–	﹤0.01%	906
2023 Q2	$98	Hold	1	–	–	﹤0.01%	907
2023 Q1	$103	Hold	1	–	–	﹤0.01%	936
2022 Q4	$94	Hold	1	–	–	﹤0.01%	944
2022 Q3	$0	Hold	1	–	–	﹤0.01%	843
2022 Q2	$0	Hold	1	–	–	﹤0.01%	836
2022 Q1	$0	Hold	1	–	–	﹤0.01%	909
2021 Q4	$0	Hold	1	–	–	﹤0.01%	883
2021 Q3	$0	Buy	+1	New	+$90	﹤0.01%	900

Other funds holding CHRW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

SOA Wealth Advisors held its C.H. Robinson (CHRW) position steady in Q2 2026 at 1 share worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #845.

SOA Wealth Advisors first reported a position in CHRW in Q3 2021 and has held it in 20 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

SOA Wealth Advisors held 1 share of C.H. Robinson worth $211 as of Q2 2026.
SOA Wealth Advisors left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #845 holding.
SOA Wealth Advisors first reported a position in C.H. Robinson in Q3 2021 and has held it in 20 quarters since.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.