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Waverly Advisors’s C.H. Robinson CHRW Stock Holding History

Waverly Advisors’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 		$1.53M Sell
8,135
-416
-5% -$73.9K 0.01% 770
2026
Q1 		$1.42M Sell
8,551
-158
-2% -$28.3K 0.01% 723
2025
Q4 		$1.4M Sell
8,709
-106
-1% -$15.7K 0.01% 667
2025
Q3 		$1.17M Sell
8,815
-365
-4% -$42.8K 0.01% 604
2025
Q2 		$881K Sell
9,180
-539
-6% -$50.5K 0.01% 645
2025
Q1 		$995K Buy
9,719
+98
+1% +$9.9K 0.01% 606
2024
Q4 		$994K Sell
9,621
-113
-1% -$12.2K 0.02% 512
2024
Q3 		$1.07M Buy
9,734
+1,659
+21% +$161K 0.02% 435
2024
Q2 		$712K Buy
+8,075
New +$645K 0.01% 496

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 $3.38T AUM 44.17% 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

Waverly Advisors's CHRW Position: Q2 2026 in Review

Waverly Advisors reduced its C.H. Robinson (CHRW) stake by 4.9% in Q2 2026, selling an estimated $73.9K and leaving 8,135 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #770.

Waverly Advisors first reported a position in CHRW in Q2 2024 and has held it in 9 quarters since. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Waverly Advisors held 8,135 shares of C.H. Robinson worth $1.53M as of Q2 2026.
  • Waverly Advisors sold 416 C.H. Robinson shares in Q2 2026, an estimated $73.9K.
  • C.H. Robinson made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #770 holding.
  • Waverly Advisors first reported a position in C.H. Robinson in Q2 2024 and has held it in 9 quarters since.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.