BPA
CHRW icon

Beacon Pointe Advisors’s C.H. Robinson CHRW Stock Holding History

Beacon Pointe Advisors’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 		$481K Buy
2,896
+1,440
+99% +$258K ﹤0.01% 1318
2025
Q4 		$234K Buy
+1,456
New +$215K ﹤0.01% 1370
2025
Q2 		– Sell
-41,747
Closed -$4.27M – 1257
2025
Q1 		$4.27M Buy
+41,747
New +$4.22M 0.05% 327
2023
Q4 		– Sell
-42,600
Closed -$3.67M – 1336
2023
Q3 		$3.67M Buy
42,600
+40,020
+1,551% +$3.74M 0.05% 333
2023
Q2 		$243K Buy
2,580
+548
+27% +$53K ﹤0.01% 949
2023
Q1 		$202K Sell
2,032
-1,007
-33% -$99.1K ﹤0.01% 1070
2022
Q4 		$278K Buy
3,039
+500
+20% +$47.6K 0.01% 887
2022
Q3 		$243K Buy
2,539
+330
+15% +$35.5K 0.01% 858
2022
Q2 		$226K Sell
2,209
-58,444
-96% -$6.1M ﹤0.01% 933
2022
Q1 		$6.53M Buy
60,653
+49,763
+457% +$5.05M 0.09% 207
2021
Q4 		$1.17M Buy
10,890
+5,326
+96% +$517K 0.03% 347
2021
Q3 		$484K Sell
5,564
-2,132
-28% -$193K 0.01% 550
2021
Q2 		$721K Buy
7,696
+4,819
+168% +$470K 0.03% 390
2021
Q1 		$276K Buy
+2,877
New +$269K 0.02% 403
2019
Q2 		– Sell
-19,741
Closed -$1.72M – 206
2019
Q1 		$1.72M Buy
+19,741
New +$1.73M 0.64% 47

Other funds holding CHRW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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