Planning Strategies Inc.’s C.H. Robinson CHRW Stock Holding History

Planning Strategies Inc.’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	$565	Buy	+3	New	+$533	﹤0.01%	838

Other funds holding CHRW

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s CHRW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in C.H. Robinson (CHRW) in Q2 2026: 3 shares worth $565. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings.

271 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Planning Strategies Inc. held 3 shares of C.H. Robinson worth $565 as of Q2 2026.
C.H. Robinson was a new Planning Strategies Inc. position in Q2 2026.
C.H. Robinson made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #838 holding.
271 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.