Position in CHRW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,300,102
+$1,696,871 QoQ
Shares Held
54,689
+5.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#173
of 882 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $26,074,499 across 6 Integrated Freight & Logistics names. CHRW ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
98,477 | $10,586,265 | |
| 2 | CHRW |
C. H. Robinson Worldwide, Inc.
This page
|
54,689 | $10,300,102 | |
| 3 | FDX |
Fedex Corp
|
8,317 | $2,604,278 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
6,681 | $1,088,861 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
3,355 | $971,023 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,470 | $523,970 |
All Filings in CHRW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,300,102 | 54,689 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $8,603,231 | 51,805 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,630,380 | 53,685 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,997,721 | 52,853 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $4,764,283 | 49,654 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,361,510 | 42,593 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $4,020,269 | 38,911 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,664,605 | 33,203 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,697,081 | 30,607 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,890,318 | 24,827 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $7,715,750 | 89,313 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,762,619 | 32,075 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,681,143 | 28,417 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,731,880 | 27,492 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,542,254 | 27,766 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,561,171 | 26,593 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,478,091 | 24,446 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,050,582 | 19,038 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,052,934 | 19,074 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,635,078 | 18,794 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,885,764 | 20,132 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,926,922 | 20,192 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,827,461 | 19,468 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,002,004 | 19,591 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,969,463 | 24,911 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,824,273 | 27,557 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||