Atria Investments’s C.H. Robinson CHRW Stock Holding History

Atria Investments’s Portfolio CHRW Stock Details CHRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.55M	Buy	21,355 +3,614	+20%	+$646K	0.04%	482
2025 Q4	$2.85M	Buy	17,741 +3,453	+24%	+$510K	0.03%	584
2025 Q3	$1.89M	Buy	14,288 +3,801	+36%	+$446K	0.02%	742
2025 Q2	$1.01M	Buy	10,487 +2,733	+35%	+$256K	0.01%	1036
2025 Q1	$794K	Buy	7,754 +4,399	+131%	+$445K	0.01%	1111
2024 Q4	$347K	Sell	3,355 -28	-0.8%	-$3.01K	﹤0.01%	1522
2024 Q3	$373K	Sell	3,383 -656	-16%	-$63.7K	﹤0.01%	1487
2024 Q2	$356K	Buy	+4,039	New	+$322K	﹤0.01%	1486
2020 Q2	–	Sell	-7,314	Closed	-$484K	–	572
2020 Q1	$484K	Buy	7,314 +2,262	+45%	+$163K	0.04%	359
2019 Q4	$395K	Buy	5,052 +1,264	+33%	+$101K	0.01%	875
2019 Q3	$321K	Sell	3,788 -103	-3%	-$8.66K	0.01%	699
2019 Q2	$326K	Buy	3,891 +45	+1%	+$3.79K	0.01%	714
2019 Q1	$335K	Buy	+3,846	New	+$338K	0.01%	656
2018 Q4	–	Sell	-2,343	Closed	-$229K	–	897
2018 Q3	$229K	Buy	+2,343	New	+$220K	0.01%	880

Other funds holding CHRW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return