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

Centricity 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
Q2 		$12.1K Hold
126
– – 0.01% 306
2025
Q1 		$12.9K Hold
126
– – 0.01% 299
2024
Q4 		$13K Buy
+126
New +$13.6K 0.01% 298

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 $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Centricity Wealth Management's CHRW Position: Q2 2025 in Review

Centricity Wealth Management held its C.H. Robinson (CHRW) position steady in Q2 2025 at 126 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #306.

Centricity Wealth Management first reported a position in CHRW in Q4 2024 and has held it in 3 quarters since. The position peaked at $13K in Q4 2024. 666 funds tracked by Wall St. Rank hold CHRW as of Q2 2025.

  • Centricity Wealth Management held 126 shares of C.H. Robinson worth $12.1K as of Q2 2025.
  • Centricity Wealth Management left its C.H. Robinson share count unchanged in Q2 2025.
  • C.H. Robinson made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #306 holding.
  • Centricity Wealth Management first reported a position in C.H. Robinson in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's C.H. Robinson position peaked at $13K in Q4 2024.
  • 666 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.