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BOLTON SECURITIES CORPORATION’s C.H. Robinson CHRW Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$248K Buy
1,676
+10
+0.6% +$1.63K 0.01% 820
2026
Q2 		$314K Sell
1,666
-35
-2% -$6.22K 0.01% 754
2026
Q1 		$282K Buy
+1,701
New +$304K 0.01% 707
2025
Q3 		$225K Buy
+1,696
New +$199K 0.01% 718
2025
Q1 		$179K Buy
+1,746
New +$176K 0.01% 719

Other funds holding CHRW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CHRW Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its C.H. Robinson (CHRW) stake by 0.6% in Q3 2026, buying an estimated $1.63K and bringing the position to 1,676 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #820.

BOLTON SECURITIES CORPORATION first reported a position in CHRW in Q1 2025 and has held it in 5 quarters since. The position peaked at $314K in Q2 2026. 575 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,676 shares of C.H. Robinson worth $248K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 10 C.H. Robinson shares in Q3 2026, an estimated $1.63K.
  • C.H. Robinson made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #820 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in C.H. Robinson in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's C.H. Robinson position peaked at $314K in Q2 2026.
  • 575 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.