TWD
CHRW icon

True Wealth Design’s C.H. Robinson CHRW Stock Holding History

True Wealth Design’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 		$6.59K Sell
35
-14
-29% -$2.49K ﹤0.01% 1213
2026
Q1 		$8.14K Buy
49
+29
+145% +$5.19K ﹤0.01% 1043
2025
Q4 		$3.22K Sell
20
-2
-9% -$295 ﹤0.01% 1267
2025
Q3 		$2.91K Sell
22
-4
-15% -$469 ﹤0.01% 1323
2025
Q2 		$2.5K Buy
26
+7
+37% +$656 ﹤0.01% 1089
2025
Q1 		$1.95K Buy
19
+9
+90% +$910 ﹤0.01% 1016
2024
Q4 		$1.03K Buy
10
+1
+11% +$108 ﹤0.01% 932
2024
Q3 		$994 Buy
9
+1
+13% +$97 ﹤0.01% 975
2024
Q2 		$705 Buy
8
+3
+60% +$240 ﹤0.01% 592
2024
Q1 		$381 Buy
5
+1
+25% +$78 ﹤0.01% 674
2023
Q4 		$346 Hold
4
– – ﹤0.01% 578
2023
Q3 		$345 Hold
4
– – ﹤0.01% 520
2023
Q2 		$378 Hold
4
– – ﹤0.01% 517
2023
Q1 		$398 Hold
4
– – ﹤0.01% 579
2022
Q4 		$366 Buy
+4
New +$381 ﹤0.01% 538

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

True Wealth Design's CHRW Position: Q2 2026 in Review

True Wealth Design reduced its C.H. Robinson (CHRW) stake by 29% in Q2 2026, selling an estimated $2.49K and leaving 35 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

True Wealth Design first reported a position in CHRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.14K in Q1 2026. 890 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • True Wealth Design held 35 shares of C.H. Robinson worth $6.59K as of Q2 2026.
  • True Wealth Design sold 14 C.H. Robinson shares in Q2 2026, an estimated $2.49K.
  • C.H. Robinson made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1213 holding.
  • True Wealth Design first reported a position in C.H. Robinson in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's C.H. Robinson position peaked at $8.14K in Q1 2026.
  • 890 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.