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Capstone Financial Advisors’s C.H. Robinson CHRW Stock Holding History

Capstone Financial 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 		– Sell
-3,407
Closed -$548K – 193
2025
Q4 		$548K Buy
+3,407
New +$503K 0.03% 93

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T 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

Capstone Financial Advisors's CHRW Position: Q1 2026 in Review

Capstone Financial Advisors sold out of C.H. Robinson (CHRW) in Q1 2026, closing a stake of 3,407 shares — an estimated $548K sold.

Capstone Financial Advisors first reported a position in CHRW in Q4 2025 and held it in 1 quarter. The position peaked at $548K in Q4 2025. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Capstone Financial Advisors reported no remaining C.H. Robinson position as of Q1 2026 after selling out during the quarter.
  • Capstone Financial Advisors sold 3,407 C.H. Robinson shares in Q1 2026, an estimated $548K.
  • Capstone Financial Advisors first reported a position in C.H. Robinson in Q4 2025 and held it in 1 quarter.
  • Capstone Financial Advisors's C.H. Robinson position peaked at $548K in Q4 2025.
  • 882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.