WIM
CHRW icon

WealthPlan Investment Management’s C.H. Robinson CHRW Stock Holding History

WealthPlan Investment Management’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 		$483K Buy
2,562
+25
+1% +$4.44K 0.02% 326
2026
Q1 		$421K Sell
2,537
-7
-0.3% -$1.25K 0.02% 329
2025
Q4 		$409K Sell
2,544
-75
-3% -$11.1K 0.03% 279
2025
Q3 		$347K Buy
2,619
+16
+0.6% +$1.88K 0.02% 260
2025
Q2 		$250K Sell
2,603
-66
-2% -$6.18K 0.02% 309
2025
Q1 		$273K Sell
2,669
-296
-10% -$29.9K 0.03% 231
2024
Q4 		$306K Sell
2,965
-2,068
-41% -$223K 0.03% 217
2024
Q3 		$555K Buy
5,033
+43
+0.9% +$4.17K 0.06% 151
2024
Q2 		$440K Sell
4,990
-67
-1% -$5.35K 0.07% 125
2024
Q1 		$385K Sell
5,057
-971
-16% -$75.9K 0.06% 135
2023
Q4 		$521K Sell
6,028
-9,039
-60% -$757K 0.08% 122
2023
Q3 		$1.3M Buy
15,067
+5,705
+61% +$533K 0.23% 77
2023
Q2 		$883K Sell
9,362
-86,273
-90% -$8.34M 0.26% 77
2023
Q1 		$9.5M Sell
95,635
-70,222
-42% -$6.91M 1.64% 16
2022
Q4 		$17.2M Buy
165,857
+2,152
+1% +$205K 1.2% 24
2022
Q3 		$15.7M Buy
+163,705
New +$17.6M 1.15% 27
2022
Q1 		$15.5M Buy
+146,058
New +$14.8M 1.08% 24

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

WealthPlan Investment Management's CHRW Position: Q2 2026 in Review

WealthPlan Investment Management increased its C.H. Robinson (CHRW) stake by 0.99% in Q2 2026, buying an estimated $4.44K and bringing the position to 2,562 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #326.

WealthPlan Investment Management first reported a position in CHRW in Q1 2022 and has held it in 17 quarters since. The position peaked at $17.2M in Q4 2022. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • WealthPlan Investment Management held 2,562 shares of C.H. Robinson worth $483K as of Q2 2026.
  • WealthPlan Investment Management bought 25 C.H. Robinson shares in Q2 2026, an estimated $4.44K.
  • C.H. Robinson made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #326 holding.
  • WealthPlan Investment Management first reported a position in C.H. Robinson in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's C.H. Robinson position peaked at $17.2M in Q4 2022.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.