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 Q3	$16.7K	Buy	113 +78	+223%	+$12.7K	﹤0.01%	892
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

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

True Wealth Design's CHRW Position: Q3 2026 in Review

True Wealth Design increased its C.H. Robinson (CHRW) stake by 223% in Q3 2026, buying an estimated $12.7K and bringing the position to 113 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

True Wealth Design first reported a position in CHRW in Q4 2022 and has held it in 16 quarters since. 104 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

True Wealth Design held 113 shares of C.H. Robinson worth $16.7K as of Q3 2026.
True Wealth Design bought 78 C.H. Robinson shares in Q3 2026, an estimated $12.7K.
C.H. Robinson made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #892 holding.
True Wealth Design first reported a position in C.H. Robinson in Q4 2022 and has held it in 16 quarters since.
104 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.