Bogart Wealth LLC’s C.H. Robinson CHRW Stock Holding History

Bogart Wealth LLC’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	$830	Sell	5 -2	-29%	-$358	﹤0.01%	1486
2025 Q4	$1.13K	Buy	7 +3	+75%	+$443	﹤0.01%	1290
2025 Q3	$530	Buy	+4	New	+$469	﹤0.01%	1405
2024 Q2	–	Sell	-140	Closed	-$11.2K	–	1127
2024 Q1	$10.6K	Sell	140 -47	-25%	-$3.67K	﹤0.01%	634
2023 Q4	$16.1K	Buy	187 +1	+0.5%	+$84	﹤0.01%	542
2023 Q3	$16K	Buy	186 +1	+0.5%	+$93	﹤0.01%	515
2023 Q2	$17.4K	Buy	185 +1	+0.5%	+$97	﹤0.01%	487
2023 Q1	$18.3K	Buy	184 +102	+124%	+$10K	﹤0.01%	473
2022 Q4	$7.53K	Hold	82	–	–	﹤0.01%	598
2022 Q3	$8K	Buy	82 +34	+71%	+$3.65K	﹤0.01%	589
2022 Q2	$5K	Hold	48	–	–	﹤0.01%	630
2022 Q1	$5K	Sell	48 -21	-30%	-$2.13K	﹤0.01%	569
2021 Q4	$7K	Buy	+69	New	+$6.7K	﹤0.01%	507

Other funds holding CHRW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $59B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

Bogart Wealth LLC's CHRW Position: Q1 2026 in Review

Bogart Wealth LLC reduced its C.H. Robinson (CHRW) stake by 29% in Q1 2026, selling an estimated $358 and leaving 5 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Bogart Wealth LLC first reported a position in CHRW in Q4 2021 and has held it in 13 quarters since. The position peaked at $18.3K in Q1 2023. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Bogart Wealth LLC held 5 shares of C.H. Robinson worth $830 as of Q1 2026.
Bogart Wealth LLC sold 2 C.H. Robinson shares in Q1 2026, an estimated $358.
C.H. Robinson made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1486 holding.
Bogart Wealth LLC first reported a position in C.H. Robinson in Q4 2021 and has held it in 13 quarters since.
Bogart Wealth LLC's C.H. Robinson position peaked at $18.3K in Q1 2023.
882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.