EverSource Wealth Advisors, LLC
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in CHRW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$238,433
-$17,141 QoQ
Shares Held
1,266
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#643
of 886 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,000,459 across 16 Integrated Freight & Logistics names. CHRW ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
5,799 | $1,678,399 | |
| 2 | FDX |
Fedex Corp
|
5,042 | $1,578,795 | |
| 3 | UPS |
United Parcel Service Inc
|
13,637 | $1,465,975 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,337 | $352,887 | |
| 5 | LSTR |
Landstar System Inc
|
1,156 | $239,068 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
This page
|
1,266 | $238,433 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
1,346 | $219,367 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
5,295 | $118,499 |
All Filings in CHRW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,433 | 1,266 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $255,574 | 1,539 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $164,291 | 1,022 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $110,419 | 834 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $105,831 | 1,103 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $326,449 | 3,188 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $283,921 | 2,748 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $296,452 | 2,686 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $235,014 | 2,667 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $201,084 | 2,641 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,045 | 70 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,506 | 122 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,339 | 46 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,775 | 38 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,204 | 35 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $38,427 | 399 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $40,446 | 399 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $42,760 | 397 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $72,542 | 674 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||