Sound Financial Strategies Group’s C.H. Robinson CHRW Stock Holding History

Sound Financial Strategies Group’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 Q1	$319K	Sell	1,918 -2,748	-59%	-$492K	0.22%	65
2025 Q4	$750K	Sell	4,666 -2,464	-35%	-$364K	0.53%	46
2025 Q3	$944K	Sell	7,130 -537	-7%	-$63K	0.69%	33
2025 Q2	$736K	Buy	7,667 +329	+4%	+$30.8K	0.62%	60
2025 Q1	$751K	Sell	7,338 -1,049	-13%	-$106K	0.67%	47
2024 Q4	$867K	Buy	8,387 +156	+2%	+$16.8K	0.72%	29
2024 Q3	$908K	Sell	8,231 -1,531	-16%	-$149K	0.73%	15
2024 Q2	$860K	Buy	9,762 +3,250	+50%	+$259K	0.75%	12
2024 Q1	$496K	Buy	6,512 +33	+0.5%	+$2.58K	0.41%	50
2023 Q4	$560K	Sell	6,479 -2,016	-24%	-$169K	0.47%	44
2023 Q3	$732K	Buy	+8,495	New	+$793K	0.6%	51

Other funds holding CHRW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sound Financial Strategies Group's CHRW Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its C.H. Robinson (CHRW) stake by 59% in Q1 2026, selling an estimated $492K and leaving 1,918 shares worth $319K. The position accounts for 0.22% of the portfolio, ranked #65.

Sound Financial Strategies Group first reported a position in CHRW in Q3 2023 and has held it in 11 quarters since. The position peaked at $944K in Q3 2025. 883 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Sound Financial Strategies Group held 1,918 shares of C.H. Robinson worth $319K as of Q1 2026.
Sound Financial Strategies Group sold 2,748 C.H. Robinson shares in Q1 2026, an estimated $492K.
C.H. Robinson made up 0.22% of Sound Financial Strategies Group's portfolio in Q1 2026, its #65 holding.
Sound Financial Strategies Group first reported a position in C.H. Robinson in Q3 2023 and has held it in 11 quarters since.
Sound Financial Strategies Group's C.H. Robinson position peaked at $944K in Q3 2025.
883 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.