HWA
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Heritage Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

Heritage Wealth Advisors’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
Q1 		– Sell
-400
Closed -$41.3K – 590
2024
Q4 		$41.3K Hold
400
– – ﹤0.01% 327
2024
Q3 		$44.1K Sell
400
-40
-9% -$3.88K ﹤0.01% 338
2024
Q2 		$38.8K Hold
440
– – ﹤0.01% 334
2024
Q1 		$33.5K Sell
440
-340
-44% -$26.6K ﹤0.01% 363
2023
Q4 		$67.4K Hold
780
– – ﹤0.01% 309
2023
Q3 		$67.2K Hold
780
– – ﹤0.01% 277
2023
Q2 		$73.6K Hold
780
– – ﹤0.01% 284
2023
Q1 		$77.5K Sell
780
-80
-9% -$7.88K ﹤0.01% 277
2022
Q4 		$78.7K Hold
860
– – ﹤0.01% 278
2022
Q3 		$82.8K Hold
860
– – 0.01% 261
2022
Q2 		$87K Buy
+860
New +$89.8K 0.01% 273

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's CHRW Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of C.H. Robinson (CHRW) in Q1 2025, closing a stake of 400 shares — an estimated $41.3K sold.

Heritage Wealth Advisors first reported a position in CHRW in Q2 2022 and held it in 11 quarters. The position peaked at $87K in Q2 2022. 693 funds tracked by Wall St. Rank hold CHRW as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining C.H. Robinson position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 400 C.H. Robinson shares in Q1 2025, an estimated $41.3K.
  • Heritage Wealth Advisors first reported a position in C.H. Robinson in Q2 2022 and held it in 11 quarters.
  • Heritage Wealth Advisors's C.H. Robinson position peaked at $87K in Q2 2022.
  • 693 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.