Position in CHRW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$45,389
+$34,263 QoQ
Shares Held
241
+259.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#725
of 882 holders
Holding Since
Sep 2023
7 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, 2026Clearstead Advisors, LLC holds $6,856,571 across 15 Integrated Freight & Logistics names. CHRW ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
29,701 | $3,192,857 | |
| 2 | FDX |
Fedex Corp
|
7,227 | $2,262,990 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
4,380 | $713,852 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,883 | $435,333 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
491 | $142,110 | |
| 6 | LSTR |
Landstar System Inc
|
289 | $59,768 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
This page
|
241 | $45,389 | |
| 8 | GXO |
GXO Logistics, Inc.
|
40 | $2,028 |
All Filings in CHRW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,389 | 241 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,126 | 67 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $84,399 | 525 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32,305 | 244 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,130 | 116 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $307 | 3 | Shares | Sole | 2025-05-13 | |
| 2023-09-30 | $1,550 | 18 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||