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

Whipplewood 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	-315	Closed	-$52.3K	–	708
2026 Q1	$52.3K	Buy	315 +303	+2,525%	+$54.2K	0.03%	264
2025 Q4	$1.93K	Buy	+12	New	+$1.77K	﹤0.01%	348
2025 Q3	–	Sell	-23	Closed	-$2.21K	–	461
2025 Q2	$2.21K	Sell	23 -120	-84%	-$11.2K	﹤0.01%	860
2025 Q1	$2.35K	Buy	143 +120	+522%	+$12.1K	﹤0.01%	853
2024 Q4	$2.38K	Buy	+23	New	+$2.48K	﹤0.01%	843

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 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

Whipplewood Advisors's CHRW Position: Q2 2026 in Review

Whipplewood Advisors sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 315 shares — an estimated $52.3K sold.

Whipplewood Advisors first reported a position in CHRW in Q4 2024 and held it in 5 quarters. The position peaked at $52.3K in Q1 2026. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Whipplewood Advisors reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 315 C.H. Robinson shares in Q2 2026, an estimated $52.3K.
Whipplewood Advisors first reported a position in C.H. Robinson in Q4 2024 and held it in 5 quarters.
Whipplewood Advisors's C.H. Robinson position peaked at $52.3K in Q1 2026.
894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.