XPN
CHRW icon

XY Planning Network’s C.H. Robinson CHRW Stock Holding History

XY Planning Network’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 		$218K Buy
+1,155
New +$205K 0.03% 329
2025
Q2 		– Sell
-3,400
Closed -$348K – 174
2025
Q1 		$348K Buy
3,400
+3
+0.1% +$303 0.23% 74
2024
Q4 		$351K Buy
+3,397
New +$366K 0.26% 69

Other funds holding CHRW

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

XY Planning Network's CHRW Position: Q2 2026 in Review

XY Planning Network opened a new position in C.H. Robinson (CHRW) in Q2 2026: 1,155 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #329 among its holdings. This is a return to the name: XY Planning Network previously reported a position in CHRW as recently as Q1 2025.

XY Planning Network first reported a position in CHRW in Q4 2024 and has held it in 3 quarters since. The position peaked at $351K in Q4 2024. 166 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • XY Planning Network held 1,155 shares of C.H. Robinson worth $218K as of Q2 2026.
  • C.H. Robinson was a new XY Planning Network position in Q2 2026.
  • C.H. Robinson made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #329 holding.
  • XY Planning Network first reported a position in C.H. Robinson in Q4 2024 and has held it in 3 quarters since.
  • XY Planning Network's C.H. Robinson position peaked at $351K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.