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GoalVest Advisory’s C.H. Robinson CHRW Stock Holding History

GoalVest Advisory’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
-54
Closed -$8.68K – 462
2025
Q4 		$8.68K Buy
+54
New +$7.98K ﹤0.01% 431
2022
Q2 		– Sell
-4
Closed – – 344
2022
Q1 		$0 Buy
+4
New +$406 ﹤0.01% 393

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 $3.38T AUM 44.17% 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

GoalVest Advisory's CHRW Position: Q1 2026 in Review

GoalVest Advisory sold out of C.H. Robinson (CHRW) in Q1 2026, closing a stake of 54 shares — an estimated $8.68K sold.

GoalVest Advisory first reported a position in CHRW in Q1 2022 and held it in 2 quarters. The position peaked at $8.68K in Q4 2025. 889 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • GoalVest Advisory reported no remaining C.H. Robinson position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 54 C.H. Robinson shares in Q1 2026, an estimated $8.68K.
  • GoalVest Advisory first reported a position in C.H. Robinson in Q1 2022 and held it in 2 quarters.
  • GoalVest Advisory's C.H. Robinson position peaked at $8.68K in Q4 2025.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.