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

Evermay 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
2026 Q1	–	Sell	-124	Closed	-$20K	–	601
2025 Q4	$20K	Hold	124	–	–	﹤0.01%	389
2025 Q3	$16.5K	Sell	124 -1	-0.8%	-$117	﹤0.01%	405
2025 Q2	$12.1K	Hold	125	–	–	﹤0.01%	427
2025 Q1	$12.9K	Hold	125	–	–	﹤0.01%	421
2024 Q4	$13K	Hold	125	–	–	﹤0.01%	413
2024 Q3	$13.9K	Hold	125	–	–	﹤0.01%	430
2024 Q2	$11.1K	Hold	125	–	–	﹤0.01%	445
2024 Q1	$9.59K	Sell	125 -420	-77%	-$32.8K	﹤0.01%	473
2023 Q4	$47.2K	Buy	545 +420	+336%	+$35.2K	0.01%	332
2023 Q3	$10.8K	Hold	125	–	–	﹤0.01%	418
2023 Q2	$11.9K	Hold	125	–	–	﹤0.01%	409
2023 Q1	$12.5K	Hold	125	–	–	﹤0.01%	396
2022 Q4	$11.5K	Hold	125	–	–	﹤0.01%	400
2022 Q3	$12K	Hold	125	–	–	﹤0.01%	377
2022 Q2	$13K	Hold	125	–	–	﹤0.01%	372
2022 Q1	$13K	Hold	125	–	–	﹤0.01%	391
2021 Q4	$13K	Hold	125	–	–	﹤0.01%	384
2021 Q3	$11K	Hold	125	–	–	﹤0.01%	375
2021 Q2	$12K	Buy	+125	New	+$12.2K	﹤0.01%	395

Other funds holding CHRW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Evermay Wealth Management's CHRW Position: Q1 2026 in Review

Evermay Wealth Management sold out of C.H. Robinson (CHRW) in Q1 2026, closing a stake of 124 shares — an estimated $20K sold.

Evermay Wealth Management first reported a position in CHRW in Q2 2021 and held it in 19 quarters. The position peaked at $47.2K in Q4 2023. 889 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Evermay Wealth Management reported no remaining C.H. Robinson position as of Q1 2026 after selling out during the quarter.
Evermay Wealth Management sold 124 C.H. Robinson shares in Q1 2026, an estimated $20K.
Evermay Wealth Management first reported a position in C.H. Robinson in Q2 2021 and held it in 19 quarters.
Evermay Wealth Management's C.H. Robinson position peaked at $47.2K in Q4 2023.
889 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.