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Dynamic Wealth Strategies’s C.H. Robinson CHRW Stock Holding History

Dynamic Wealth Strategies’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
Q3 		– Sell
-2
Closed -$192 – 241
2025
Q2 		$192 Sell
2
-1,352
-100% -$127K ﹤0.01% 233
2025
Q1 		$139K Buy
+1,354
New +$137K 0.12% 85
2024
Q4 		– Sell
-1,322
Closed -$146K – 95
2024
Q3 		$146K Sell
1,322
-38
-3% -$3.69K 0.12% 85
2024
Q2 		$120K Buy
1,360
+7
+0.5% +$559 0.1% 90
2024
Q1 		$103K Buy
1,353
+112
+9% +$8.76K 0.09% 99
2023
Q4 		$107K Buy
+1,241
New +$104K 0.1% 88

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dynamic Wealth Strategies's CHRW Position: Q3 2025 in Review

Dynamic Wealth Strategies sold out of C.H. Robinson (CHRW) in Q3 2025, closing a stake of 2 shares — an estimated $192 sold.

Dynamic Wealth Strategies first reported a position in CHRW in Q4 2023 and held it in 6 quarters. The position peaked at $146K in Q3 2024. 717 funds tracked by Wall St. Rank hold CHRW as of Q3 2025.

  • Dynamic Wealth Strategies reported no remaining C.H. Robinson position as of Q3 2025 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 2 C.H. Robinson shares in Q3 2025, an estimated $192.
  • Dynamic Wealth Strategies first reported a position in C.H. Robinson in Q4 2023 and held it in 6 quarters.
  • Dynamic Wealth Strategies's C.H. Robinson position peaked at $146K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2025, filed 29 Oct 2025.