Tradition Wealth Management’s C.H. Robinson CHRW Stock Holding History

Tradition Wealth Management’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	$275K	Hold	1,462	–	–	0.02%	431
2026 Q1	$243K	Buy	+1,462	New	+$262K	0.02%	429
2024 Q1	–	Sell	-1,040	Closed	-$90K	–	515
2023 Q4	$90K	Buy	1,040 +2	+0.2%	+$168	0.01%	502
2023 Q3	$89K	Sell	1,038 -11	-1%	-$1.03K	0.01%	470
2023 Q2	$99K	Buy	1,049 +24	+2%	+$2.32K	0.01%	458
2023 Q1	$102K	Buy	1,025 +470	+85%	+$46.3K	0.01%	436
2022 Q4	$51K	Buy	555 +20	+4%	+$1.9K	0.01%	519
2022 Q3	$52K	Hold	535	–	–	0.01%	498
2022 Q2	$54K	Hold	535	–	–	0.01%	442
2022 Q1	$58K	Sell	535 -22	-4%	-$2.23K	0.01%	475
2021 Q4	$60K	Sell	557 -93	-14%	-$9.03K	0.01%	492
2021 Q3	$57K	Hold	650	–	–	0.01%	474
2021 Q2	$61K	Sell	650 -68	-9%	-$6.63K	0.01%	486
2021 Q1	$69K	Hold	718	–	–	0.01%	378
2020 Q4	$67K	Buy	+718	New	+$68.5K	0.01%	357

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

Tradition Wealth Management's CHRW Position: Q2 2026 in Review

Tradition Wealth Management held its C.H. Robinson (CHRW) position steady in Q2 2026 at 1,462 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #431.

Tradition Wealth Management first reported a position in CHRW in Q4 2020 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Tradition Wealth Management held 1,462 shares of C.H. Robinson worth $275K as of Q2 2026.
Tradition Wealth Management left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #431 holding.
Tradition Wealth Management first reported a position in C.H. Robinson in Q4 2020 and has held it in 15 quarters since.
892 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.