AWM
CHRW icon

Avior Wealth Management’s C.H. Robinson CHRW Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-2,348
Closed -$390K – 814
2026
Q1 		$390K Sell
2,348
-962
-29% -$172K 0.01% 602
2025
Q4 		$532K Sell
3,310
-468
-12% -$69.1K 0.02% 442
2025
Q3 		$500K Buy
+3,778
New +$443K 0.02% 444
2025
Q1 		– Sell
-963
Closed -$99.5K – 1022
2024
Q4 		$99.5K Buy
963
+190
+25% +$20.4K ﹤0.01% 898
2024
Q3 		$85.3K Buy
773
+519
+204% +$50.4K ﹤0.01% 931
2024
Q2 		$22.4K Sell
254
-111
-30% -$8.86K ﹤0.01% 1324
2024
Q1 		$27.8K Buy
+365
New +$28.5K ﹤0.01% 1467
2023
Q4 		– Sell
-425
Closed -$36.6K – 1540
2023
Q3 		$36.6K Buy
425
+177
+71% +$16.5K ﹤0.01% 828
2023
Q2 		$23.4K Buy
248
+166
+202% +$16K ﹤0.01% 912
2023
Q1 		$8.15K Buy
+82
New +$8.07K ﹤0.01% 1090
2020
Q4 		– Sell
-36
Closed -$3K – 984
2020
Q3 		$3K Buy
+36
New +$3.38K ﹤0.01% 783
2018
Q4 		– Sell
-37
Closed -$3.31K – 712
2018
Q3 		$4K Hold
37
– – ﹤0.01% 641
2018
Q2 		$3K Hold
37
– – ﹤0.01% 683
2018
Q1 		$3K Sell
37
-40
-52% -$3.69K ﹤0.01% 658
2017
Q4 		$7K Buy
77
+37
+93% +$3.02K ﹤0.01% 620
2017
Q3 		$3K Buy
+40
New +$2.77K ﹤0.01% 416
2017
Q1 		– Sell
-19
Closed -$1K – 491
2016
Q4 		$1K Buy
+19
New +$1.38K ﹤0.01% 477

Other funds holding CHRW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avior Wealth Management's CHRW Position: Q2 2026 in Review

Avior Wealth Management sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 2,348 shares — an estimated $390K sold.

Avior Wealth Management first reported a position in CHRW in Q4 2016 and held it in 17 quarters. The position peaked at $532K in Q4 2025. 887 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Avior Wealth Management reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 2,348 C.H. Robinson shares in Q2 2026, an estimated $390K.
  • Avior Wealth Management first reported a position in C.H. Robinson in Q4 2016 and held it in 17 quarters.
  • Avior Wealth Management's C.H. Robinson position peaked at $532K in Q4 2025.
  • 887 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.