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

Three Bridge 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	$854K	Hold	4,519	–	–	0.21%	45
2026 Q1	$753K	Sell	4,519 -514	-10%	-$91.9K	0.21%	46
2025 Q4	$812K	Buy	5,033 +11	+0.2%	+$1.63K	0.21%	43
2025 Q3	$668K	Sell	5,022 -1,353	-21%	-$159K	0.17%	51
2025 Q2	$616K	Buy	6,375 +74	+1%	+$6.93K	0.16%	59
2025 Q1	$649K	Buy	6,301 +24	+0.4%	+$2.43K	0.23%	50
2024 Q4	$652K	Sell	6,277 -118	-2%	-$12.7K	0.23%	52
2024 Q3	$710K	Buy	6,395 +34	+0.5%	+$3.3K	0.26%	52
2024 Q2	$564K	Sell	6,361 -301	-5%	-$24K	0.22%	54
2024 Q1	$511K	Buy	6,662 +49	+0.7%	+$3.83K	0.2%	61
2023 Q4	$577K	Sell	6,613 -3,770	-36%	-$316K	0.2%	53
2023 Q3	$901K	Sell	10,383 -716	-6%	-$66.8K	0.37%	45
2023 Q2	$1.05M	Sell	11,099 -705	-6%	-$68.1K	0.45%	42
2023 Q1	$1.18M	Buy	11,804 +193	+2%	+$19K	0.55%	36
2022 Q4	$1.07M	Sell	11,611 -585	-5%	-$55.7K	0.57%	35
2022 Q3	$1.18M	Sell	12,196 -641	-5%	-$68.9K	0.6%	34
2022 Q2	$1.31M	Sell	12,837 -7,140	-36%	-$745K	0.64%	33
2022 Q1	$2.16M	Buy	+19,977	New	+$2.03M	0.6%	22

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

Three Bridge Wealth Advisors's CHRW Position: Q2 2026 in Review

Three Bridge Wealth Advisors held its C.H. Robinson (CHRW) position steady in Q2 2026 at 4,519 shares worth $854K. The position accounts for 0.21% of the portfolio, ranked #45.

Three Bridge Wealth Advisors first reported a position in CHRW in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.16M in Q1 2022. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Three Bridge Wealth Advisors held 4,519 shares of C.H. Robinson worth $854K as of Q2 2026.
Three Bridge Wealth Advisors left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up 0.21% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Three Bridge Wealth Advisors first reported a position in C.H. Robinson in Q1 2022 and has held it in 18 quarters since.
Three Bridge Wealth Advisors's C.H. Robinson position peaked at $2.16M in Q1 2022.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.