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Wealth Preservation Advisors’s C.H. Robinson CHRW Stock Holding History

Wealth Preservation 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 		– Sell
-28
Closed -$4.65K – 240
2026
Q1 		$4.65K Buy
28
+10
+56% +$1.79K ﹤0.01% 499
2025
Q4 		$2.89K Hold
18
– – ﹤0.01% 468
2025
Q3 		$2.38K Hold
18
– – ﹤0.01% 472
2025
Q2 		$1.73K Buy
18
+9
+100% +$843 ﹤0.01% 507
2025
Q1 		$922 Buy
+9
New +$910 ﹤0.01% 520

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

Wealth Preservation Advisors's CHRW Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 28 shares — an estimated $4.65K sold.

Wealth Preservation Advisors first reported a position in CHRW in Q1 2025 and held it in 5 quarters. The position peaked at $4.65K in Q1 2026. 890 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 28 C.H. Robinson shares in Q2 2026, an estimated $4.65K.
  • Wealth Preservation Advisors first reported a position in C.H. Robinson in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's C.H. Robinson position peaked at $4.65K in Q1 2026.
  • 890 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

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