Vaughan David Investments’s C.H. Robinson CHRW Stock Holding History

Vaughan David Investments’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	$709K	Buy	+3,765	New	+$669K	0.01%	167
2026 Q1	–	Sell	-3,118	Closed	-$501K	–	235
2025 Q4	$501K	Sell	3,118 -100	-3%	-$14.8K	0.01%	172
2025 Q3	$426K	Hold	3,218	–	–	0.01%	174
2025 Q2	$309K	Hold	3,218	–	–	0.01%	193
2025 Q1	$330K	Buy	+3,218	New	+$325K	0.01%	174
2015 Q4	–	Sell	-5,259	Closed	-$356K	–	154
2015 Q3	$356K	Sell	5,259 -2,000	-28%	-$134K	0.02%	121
2015 Q2	$453K	Hold	7,259	–	–	0.03%	116
2015 Q1	$532K	Hold	7,259	–	–	0.03%	112
2014 Q4	$544K	Hold	7,259	–	–	0.03%	114
2014 Q3	$481K	Hold	7,259	–	–	0.03%	114
2014 Q2	$463K	Sell	7,259 -2,650	-27%	-$156K	0.03%	118
2014 Q1	$519K	Buy	+9,909	New	+$540K	0.03%	111

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 $59.9B AUM 27.01% 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

Vaughan David Investments's CHRW Position: Q2 2026 in Review

Vaughan David Investments opened a new position in C.H. Robinson (CHRW) in Q2 2026: 3,765 shares worth $709K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings. This is a return to the name: Vaughan David Investments previously reported a position in CHRW as recently as Q4 2025.

Vaughan David Investments first reported a position in CHRW in Q1 2014 and has held it in 12 quarters since. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Vaughan David Investments held 3,765 shares of C.H. Robinson worth $709K as of Q2 2026.
C.H. Robinson was a new Vaughan David Investments position in Q2 2026.
C.H. Robinson made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #167 holding.
Vaughan David Investments first reported a position in C.H. Robinson in Q1 2014 and has held it in 12 quarters since.
889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.