UAS
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United Asset Strategies’s C.H. Robinson CHRW Stock Holding History

United Asset Strategies’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 		$1.19M Sell
6,342
-649
-9% -$115K 0.08% 136
2026
Q1 		$1.16M Sell
6,991
-2,875
-29% -$514K 0.09% 128
2025
Q4 		$1.59M Sell
9,866
-415
-4% -$61.3K 0.12% 119
2025
Q3 		$1.36M Sell
10,281
-239
-2% -$28K 0.11% 123
2025
Q2 		$1.01M Sell
10,520
-892
-8% -$83.6K 0.09% 141
2025
Q1 		$1.17M Buy
11,412
+183
+2% +$18.5K 0.11% 135
2024
Q4 		$1.16M Sell
11,229
-6
-0.1% -$646 0.11% 130
2024
Q3 		$1.24M Sell
11,235
-5
-0% -$486 0.12% 128
2024
Q2 		$990K Sell
11,240
-631
-5% -$50.4K 0.1% 138
2024
Q1 		$904K Buy
11,871
+1,291
+12% +$101K 0.09% 154
2023
Q4 		$914K Buy
10,580
+519
+5% +$43.5K 0.1% 144
2023
Q3 		$867K Buy
10,061
+991
+11% +$92.5K 0.11% 141
2023
Q2 		$856K Buy
9,070
+370
+4% +$35.8K 0.11% 140
2023
Q1 		$865K Buy
8,700
+118
+1% +$11.6K 0.11% 141
2022
Q4 		$786K Buy
8,582
+1,041
+14% +$99.1K 0.11% 146
2022
Q3 		$726K Buy
7,541
+336
+5% +$36.1K 0.11% 137
2022
Q2 		$730K Buy
7,205
+440
+7% +$45.9K 0.11% 138
2022
Q1 		$729K Buy
6,765
+465
+7% +$47.2K 0.09% 136
2021
Q4 		$678K Buy
+6,300
New +$612K 0.08% 137
2014
Q3 		– Sell
-22,114
Closed -$1.41M – 133
2014
Q2 		$1.41M Buy
22,114
+2,201
+11% +$129K 0.68% 55
2014
Q1 		$1.04M Buy
+19,913
New +$1.08M 0.59% 51

Other funds holding CHRW

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

United Asset Strategies's CHRW Position: Q2 2026 in Review

United Asset Strategies reduced its C.H. Robinson (CHRW) stake by 9.3% in Q2 2026, selling an estimated $115K and leaving 6,342 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #136.

United Asset Strategies first reported a position in CHRW in Q1 2014 and has held it in 21 quarters since. The position peaked at $1.59M in Q4 2025. 191 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • United Asset Strategies held 6,342 shares of C.H. Robinson worth $1.19M as of Q2 2026.
  • United Asset Strategies sold 649 C.H. Robinson shares in Q2 2026, an estimated $115K.
  • C.H. Robinson made up 0.08% of United Asset Strategies's portfolio in Q2 2026, its #136 holding.
  • United Asset Strategies first reported a position in C.H. Robinson in Q1 2014 and has held it in 21 quarters since.
  • United Asset Strategies's C.H. Robinson position peaked at $1.59M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.