Center for Financial Planning’s C.H. Robinson CHRW Stock Holding History

Center for Financial Planning’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	-100	Closed	-$10.2K	–	659
2025 Q1	$10.2K	Sell	100 -50	-33%	-$5.05K	﹤0.01%	470
2024 Q4	$15.5K	Hold	150	–	–	﹤0.01%	372
2024 Q3	$16.6K	Hold	150	–	–	﹤0.01%	350
2024 Q2	$13.2K	Hold	150	–	–	﹤0.01%	363
2024 Q1	$11.4K	Hold	150	–	–	﹤0.01%	394
2023 Q4	$13K	Hold	150	–	–	﹤0.01%	340
2023 Q3	$12.9K	Hold	150	–	–	﹤0.01%	330
2023 Q2	$14.2K	Hold	150	–	–	﹤0.01%	351
2023 Q1	$14.9K	Hold	150	–	–	﹤0.01%	314
2022 Q4	$13.7K	Hold	150	–	–	﹤0.01%	321
2022 Q3	$14K	Hold	150	–	–	﹤0.01%	318
2022 Q2	$15K	Hold	150	–	–	﹤0.01%	314
2022 Q1	$16K	Hold	150	–	–	﹤0.01%	326
2021 Q4	$16K	Hold	150	–	–	﹤0.01%	329
2021 Q3	$13K	Hold	150	–	–	﹤0.01%	335
2021 Q2	$14K	Sell	150 -47	-24%	-$4.58K	﹤0.01%	330
2021 Q1	$19K	Hold	197	–	–	0.01%	311
2020 Q4	$18K	Hold	197	–	–	0.01%	294
2020 Q3	$20K	Hold	197	–	–	0.01%	258
2020 Q2	$16K	Sell	197 -76	-28%	-$5.74K	0.01%	275
2020 Q1	$18K	Buy	273 +76	+39%	+$5.46K	0.01%	265
2019 Q4	$15K	Buy	+197	New	+$15.7K	﹤0.01%	281

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Center for Financial Planning's CHRW Position: Q2 2025 in Review

Center for Financial Planning sold out of C.H. Robinson (CHRW) in Q2 2025, closing a stake of 100 shares — an estimated $10.2K sold.

Center for Financial Planning first reported a position in CHRW in Q4 2019 and held it in 22 quarters. The position peaked at $20K in Q3 2020. 666 funds tracked by Wall St. Rank hold CHRW as of Q2 2025.

Center for Financial Planning reported no remaining C.H. Robinson position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 100 C.H. Robinson shares in Q2 2025, an estimated $10.2K.
Center for Financial Planning first reported a position in C.H. Robinson in Q4 2019 and held it in 22 quarters.
Center for Financial Planning's C.H. Robinson position peaked at $20K in Q3 2020.
666 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.