Sowell Financial Services’s C.H. Robinson CHRW Stock Holding History

Sowell Financial Services’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	$971K	Buy	5,157 +268	+5%	+$47.6K	0.03%	474
2026 Q1	$812K	Buy	4,889 +219	+5%	+$39.2K	0.03%	495
2025 Q4	$751K	Sell	4,670 -671	-13%	-$99.1K	0.03%	515
2025 Q3	$707K	Buy	+5,341	New	+$627K	0.03%	531
2021 Q2	–	Sell	-1,861	Closed	-$182K	–	901
2021 Q1	$182K	Buy	1,861 +1,322	+245%	+$123K	0.01%	1101
2020 Q4	$51K	Sell	539 -111	-17%	-$10.6K	﹤0.01%	1388
2020 Q3	$66K	Sell	650 -2,025	-76%	-$190K	﹤0.01%	1115
2020 Q2	$211K	Buy	2,675 +2,502	+1,446%	+$189K	0.01%	702
2020 Q1	$11K	Buy	173 +29	+20%	+$2.08K	﹤0.01%	1569
2019 Q4	$11K	Sell	144 -79	-35%	-$6.29K	﹤0.01%	1648
2019 Q3	$19K	Buy	+223	New	+$18.7K	﹤0.01%	1293
2018 Q4	–	Sell	-36,493	Closed	-$3.57M	–	473
2018 Q3	$3.57M	Buy	+36,493	New	+$3.42M	0.52%	43

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 $59.9B AUM 27.01% 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

Sowell Financial Services's CHRW Position: Q2 2026 in Review

Sowell Financial Services increased its C.H. Robinson (CHRW) stake by 5.5% in Q2 2026, buying an estimated $47.6K and bringing the position to 5,157 shares worth $971K. The position accounts for 0.03% of the portfolio, ranked #474.

Sowell Financial Services first reported a position in CHRW in Q3 2018 and has held it in 12 quarters since. The position peaked at $3.57M in Q3 2018. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Sowell Financial Services held 5,157 shares of C.H. Robinson worth $971K as of Q2 2026.
Sowell Financial Services bought 268 C.H. Robinson shares in Q2 2026, an estimated $47.6K.
C.H. Robinson made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #474 holding.
Sowell Financial Services first reported a position in C.H. Robinson in Q3 2018 and has held it in 12 quarters since.
Sowell Financial Services's C.H. Robinson position peaked at $3.57M in Q3 2018.
889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.