TWP
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Triad Wealth Partners’s C.H. Robinson CHRW Stock Holding History

Triad Wealth Partners’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 		$229K Buy
1,558
+345
+28% +$61.3K 0.01% 509
2026
Q1 		$201K Buy
+1,213
New +$217K 0.02% 474
2024
Q3 		– Sell
-17
Closed -$1.5K – 200
2024
Q2 		$1.5K Buy
+17
New +$1.36K ﹤0.01% 807

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

Triad Wealth Partners's CHRW Position: Q2 2026 in Review

Triad Wealth Partners increased its C.H. Robinson (CHRW) stake by 28% in Q2 2026, buying an estimated $61.3K and bringing the position to 1,558 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #509.

Triad Wealth Partners first reported a position in CHRW in Q2 2024 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Triad Wealth Partners held 1,558 shares of C.H. Robinson worth $229K as of Q2 2026.
  • Triad Wealth Partners bought 345 C.H. Robinson shares in Q2 2026, an estimated $61.3K.
  • C.H. Robinson made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #509 holding.
  • Triad Wealth Partners first reported a position in C.H. Robinson in Q2 2024 and has held it in 3 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.