CWC
CHRW icon

Carolinas Wealth Consulting’s C.H. Robinson CHRW Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-25
Closed -$2.58K – 157
2025
Q1 		$2.58K Buy
25
+3
+14% +$303 ﹤0.01% 746
2024
Q4 		$2.28K Buy
22
+4
+22% +$430 ﹤0.01% 799
2024
Q3 		$1.91K Buy
18
+3
+20% +$291 ﹤0.01% 828
2024
Q2 		$1.24K Buy
+15
New +$1.2K ﹤0.01% 875
2021
Q3 		– Sell
-3
Closed – – 937
2021
Q2 		$0 Buy
+3
New +$292 ﹤0.01% 948

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's CHRW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of C.H. Robinson (CHRW) in Q2 2025, closing a stake of 25 shares — an estimated $2.58K sold.

Carolinas Wealth Consulting first reported a position in CHRW in Q2 2021 and held it in 5 quarters. The position peaked at $2.58K in Q1 2025. 666 funds tracked by Wall St. Rank hold CHRW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining C.H. Robinson position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 C.H. Robinson shares in Q2 2025, an estimated $2.58K.
  • Carolinas Wealth Consulting first reported a position in C.H. Robinson in Q2 2021 and held it in 5 quarters.
  • Carolinas Wealth Consulting's C.H. Robinson position peaked at $2.58K in Q1 2025.
  • 666 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.