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Forum Financial Management’s C.H. Robinson CHRW Stock Holding History

Forum Financial 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
-2,003
Closed -$322K – 455
2025
Q4 		$322K Buy
2,003
+1
+0% +$148 ﹤0.01% 711
2025
Q3 		$265K Buy
+2,002
New +$235K ﹤0.01% 807

Other funds holding CHRW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Forum Financial Management's CHRW Position: Q1 2026 in Review

Forum Financial Management sold out of C.H. Robinson (CHRW) in Q1 2026, closing a stake of 2,003 shares — an estimated $322K sold.

Forum Financial Management first reported a position in CHRW in Q3 2025 and held it in 2 quarters. The position peaked at $322K in Q4 2025. 888 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Forum Financial Management reported no remaining C.H. Robinson position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,003 C.H. Robinson shares in Q1 2026, an estimated $322K.
  • Forum Financial Management first reported a position in C.H. Robinson in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's C.H. Robinson position peaked at $322K in Q4 2025.
  • 888 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.