James T. Borello RIA’s C.H. Robinson CHRW Stock Holding History

James T. Borello RIA’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 Q3	$1.92K	Sell	13 -15	-54%	-$2.44K	﹤0.01%	928
2026 Q2	$5.27K	Buy	28 +1	+4%	+$178	﹤0.01%	776
2026 Q1	$4.48K	Buy	27 +1	+4%	+$179	﹤0.01%	787
2025 Q4	$4.18K	Sell	26 -1	-4%	-$148	﹤0.01%	615
2025 Q3	$3.58K	Buy	+27	New	+$3.17K	﹤0.01%	574

Other funds holding CHRW

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

James T. Borello RIA's CHRW Position: Q3 2026 in Review

James T. Borello RIA reduced its C.H. Robinson (CHRW) stake by 54% in Q3 2026, selling an estimated $2.44K and leaving 13 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

James T. Borello RIA first reported a position in CHRW in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.27K in Q2 2026. 96 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

James T. Borello RIA held 13 shares of C.H. Robinson worth $1.92K as of Q3 2026.
James T. Borello RIA sold 15 C.H. Robinson shares in Q3 2026, an estimated $2.44K.
C.H. Robinson made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #928 holding.
James T. Borello RIA first reported a position in C.H. Robinson in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's C.H. Robinson position peaked at $5.27K in Q2 2026.
96 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.