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

Sunrise 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 		$377 Hold
2
– – ﹤0.01% 556
2026
Q1 		$332 Hold
2
– – ﹤0.01% 577
2025
Q4 		$322 Buy
+2
New +$295 ﹤0.01% 518

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 $3.37T AUM 44.26% 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

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

Sunrise Financial Services held its C.H. Robinson (CHRW) position steady in Q2 2026 at 2 shares worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Sunrise Financial Services first reported a position in CHRW in Q4 2025 and has held it in 3 quarters since. 890 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Sunrise Financial Services held 2 shares of C.H. Robinson worth $377 as of Q2 2026.
  • Sunrise Financial Services left its C.H. Robinson share count unchanged in Q2 2026.
  • C.H. Robinson made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #556 holding.
  • Sunrise Financial Services first reported a position in C.H. Robinson in Q4 2025 and has held it in 3 quarters since.
  • 890 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.