Ascentis Wealth Management, LLC

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

CIK 2032602 DALLAS, TX

Position in CHRW

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

Position Value

$756,154

+$40,229 QoQ

Shares Held

4,015

-6.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#464

of 882 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $1,486,808 across 4 Integrated Freight & Logistics names. CHRW ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHRW	C. H. Robinson Worldwide, Inc. This page	4,015	$756,154
2	EXPD	Expeditors International Of Washington Inc	4,262	$694,587
3	FDX	Fedex Corp	93	$29,121
4	FDXF	FedEx Freight Holding Company, Inc.	46	$6,946

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$756,154	4,015	-6.9%	Shares	Sole	2026-07-30
2026-03-31	$715,925	4,311	+2.5%	Shares	Sole	2026-04-28
2025-12-31	$676,124	4,206	+115.7%	Shares	Sole	2026-01-14
2025-09-30	$258,172	1,950	+136.4%	Shares	Sole	2025-10-24
2025-06-30	$79,151	825	-80.7%	Shares	Sole	2025-07-16
2025-03-31	$438,657	4,284	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.