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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
Q2 		$353K Sell
1,874
-44
-2% -$7.82K 0.22% 68
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
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

Sound Financial Strategies Group's CHRW Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its C.H. Robinson (CHRW) stake by 2.3% in Q2 2026, selling an estimated $7.82K and leaving 1,874 shares worth $353K. The position accounts for 0.22% of the portfolio, ranked #68.

Sound Financial Strategies Group first reported a position in CHRW in Q3 2023 and has held it in 12 quarters since. The position peaked at $944K in Q3 2025. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Sound Financial Strategies Group held 1,874 shares of C.H. Robinson worth $353K as of Q2 2026.
  • Sound Financial Strategies Group sold 44 C.H. Robinson shares in Q2 2026, an estimated $7.82K.
  • C.H. Robinson made up 0.22% of Sound Financial Strategies Group's portfolio in Q2 2026, its #68 holding.
  • Sound Financial Strategies Group first reported a position in C.H. Robinson in Q3 2023 and has held it in 12 quarters since.
  • Sound Financial Strategies Group's C.H. Robinson position peaked at $944K in Q3 2025.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.