United Asset Strategies, Inc.

Position in CHRW — C. H. Robinson Worldwide, Inc.

CIK 1539948 GARDEN CITY, NY

Position in CHRW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,194,452

+$33,457 QoQ

Shares Held

6,342

-9.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#401

of 882 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Industrials · as of Jun 30, 2026

United Asset Strategies, Inc. holds $7,011,676 across 3 Integrated Freight & Logistics names. CHRW ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc	51,431	$5,528,832
2	CHRW	C. H. Robinson Worldwide, Inc. This page	6,342	$1,194,452
3	FDX	Fedex Corp	921	$288,392

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,194,452	6,342	-9.3%	Shares	Sole	2026-07-13
2026-03-31	$1,160,995	6,991	-29.1%	Shares	Sole	2026-04-29
2025-12-31	$1,586,058	9,866	-4.0%	Shares	Sole	2026-01-28
2025-09-30	$1,361,204	10,281	-2.3%	Shares	Sole	2025-10-23
2025-06-30	$1,009,394	10,520	-7.8%	Shares	Sole	2025-08-08
2025-03-31	$1,168,588	11,412	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$1,160,180	11,229	-0.1%	Shares	Sole	2025-01-22
2024-09-30	$1,240,006	11,235	-0.0%	Shares	Sole	2024-10-28
2024-06-30	$990,468	11,240	-5.3%	Shares	Sole	2024-08-01
2024-03-31	$903,857	11,871	+12.2%	Shares	Sole	2024-04-23
2023-12-31	$914,006	10,580	+5.2%	Shares	Sole	2024-01-30
2023-09-30	$866,553	10,061	+10.9%	Shares	Sole	2023-11-07
2023-06-30	$855,754	9,070	+4.3%	Shares	Sole	2023-07-25
2023-03-31	$864,519	8,700	+1.4%	Shares	Sole	2023-07-25
2022-12-31	$785,767	8,582	+13.8%	Shares	Sole	2023-01-26
2022-09-30	$726,273	7,541	+4.7%	Shares	Sole	2022-10-24
2022-06-30	$730,370	7,205	+6.5%	Shares	Sole	2022-08-15
2022-03-31	$728,658	6,765	+7.4%	Shares	Sole	2022-04-29
2021-12-31	$678,069	6,300	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.