BWM
CHRW icon

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

BlackDiamond 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
2025
Q1 		– Sell
-2,542
Closed -$263K – 160
2024
Q4 		$263K Sell
2,542
-469
-16% -$50.5K 0.15% 129
2024
Q3 		$328K Sell
3,011
-513
-15% -$49.8K 0.2% 111
2024
Q2 		$347K Buy
3,524
+323
+10% +$25.8K 0.23% 96
2024
Q1 		$244K Sell
3,201
-32
-1% -$2.5K 0.17% 129
2023
Q4 		$239K Buy
3,233
+77
+2% +$6.45K 0.18% 123
2023
Q3 		$254K Sell
3,156
-46
-1% -$4.29K 0.23% 97
2023
Q2 		$314K Buy
3,202
+749
+31% +$72.4K 0.27% 86
2023
Q1 		$235K Buy
2,453
+183
+8% +$18K 0.24% 100
2022
Q4 		$211K Buy
2,270
+23
+1% +$2.19K 0.24% 107
2022
Q3 		$213K Sell
2,247
-103
-4% -$11.1K 0.26% 97
2022
Q2 		$239K Sell
2,350
-32
-1% -$3.34K 0.3% 94
2022
Q1 		$257K Buy
+2,382
New +$242K 0.31% 92

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackDiamond Wealth Management's CHRW Position: Q1 2025 in Review

BlackDiamond Wealth Management sold out of C.H. Robinson (CHRW) in Q1 2025, closing a stake of 2,542 shares — an estimated $263K sold.

BlackDiamond Wealth Management first reported a position in CHRW in Q1 2022 and held it in 12 quarters. The position peaked at $347K in Q2 2024. 692 funds tracked by Wall St. Rank hold CHRW as of Q1 2025.

  • BlackDiamond Wealth Management reported no remaining C.H. Robinson position as of Q1 2025 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 2,542 C.H. Robinson shares in Q1 2025, an estimated $263K.
  • BlackDiamond Wealth Management first reported a position in C.H. Robinson in Q1 2022 and held it in 12 quarters.
  • BlackDiamond Wealth Management's C.H. Robinson position peaked at $347K in Q2 2024.
  • 692 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.