HIW
CHRW icon

Holos Integrated Wealth’s C.H. Robinson CHRW Stock Holding History

Holos Integrated 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 		– Sell
-46
Closed -$5.37K – 307
2025
Q2 		$5.37K Hold
46
– – ﹤0.01% 228
2025
Q1 		$4.71K Sell
46
-60
-57% -$6.06K ﹤0.01% 234
2024
Q4 		$11K Buy
+106
New +$11.4K 0.01% 189

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Holos Integrated Wealth's CHRW Position: Q3 2025 in Review

Holos Integrated Wealth sold out of C.H. Robinson (CHRW) in Q3 2025, closing a stake of 46 shares — an estimated $5.37K sold.

Holos Integrated Wealth first reported a position in CHRW in Q4 2024 and held it in 3 quarters. The position peaked at $11K in Q4 2024. 717 funds tracked by Wall St. Rank hold CHRW as of Q3 2025.

  • Holos Integrated Wealth reported no remaining C.H. Robinson position as of Q3 2025 after selling out during the quarter.
  • Holos Integrated Wealth sold 46 C.H. Robinson shares in Q3 2025, an estimated $5.37K.
  • Holos Integrated Wealth first reported a position in C.H. Robinson in Q4 2024 and held it in 3 quarters.
  • Holos Integrated Wealth's C.H. Robinson position peaked at $11K in Q4 2024.
  • 717 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2025.

Based on Holos Integrated Wealth's 13F filing for Q3 2025, filed 5 Jan 2026.