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FullCircle Wealth’s C.H. Robinson CHRW Stock Holding History

FullCircle Wealth’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 		$744K Sell
4,865
-1,688
-26% -$198K 0.26% 119
2025
Q2 		$754K Buy
6,553
+76
+1% +$7.12K 0.28% 115
2025
Q1 		$577K Sell
6,477
-11
-0.2% -$1.11K 0.24% 119
2024
Q4 		$640K Sell
6,488
-45
-0.7% -$4.84K 0.26% 115
2024
Q3 		$712K Sell
6,533
-172
-3% -$16.7K 0.32% 100
2024
Q2 		$605K Buy
+6,705
New +$535K 0.3% 104

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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FullCircle Wealth's CHRW Position: Q3 2025 in Review

FullCircle Wealth reduced its C.H. Robinson (CHRW) stake by 26% in Q3 2025, selling an estimated $198K and leaving 4,865 shares worth $744K. The position accounts for 0.26% of the portfolio, ranked #119.

FullCircle Wealth first reported a position in CHRW in Q2 2024 and has held it in 6 quarters since. The position peaked at $754K in Q2 2025. 715 funds tracked by Wall St. Rank hold CHRW as of Q3 2025.

  • FullCircle Wealth held 4,865 shares of C.H. Robinson worth $744K as of Q3 2025.
  • FullCircle Wealth sold 1,688 C.H. Robinson shares in Q3 2025, an estimated $198K.
  • C.H. Robinson made up 0.26% of FullCircle Wealth's portfolio in Q3 2025, its #119 holding.
  • FullCircle Wealth first reported a position in C.H. Robinson in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's C.H. Robinson position peaked at $754K in Q2 2025.
  • 715 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.