Iron Horse Wealth Management’s C.H. Robinson CHRW Stock Holding History

Iron Horse Wealth 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
2025 Q2	$20.1K	Hold	210	–	–	0.01%	213
2025 Q1	$21.5K	Hold	210	–	–	0.01%	192
2024 Q4	$21.7K	Hold	210	–	–	0.01%	176
2024 Q3	$23.2K	Hold	210	–	–	0.01%	162
2024 Q2	$18.5K	Hold	210	–	–	0.01%	169
2024 Q1	$16K	Hold	210	–	–	0.01%	155
2023 Q4	$18.1K	Hold	210	–	–	0.01%	130
2023 Q3	$18.1K	Buy	210 +10	+5%	+$934	0.01%	120
2023 Q2	$18.9K	Hold	200	–	–	0.01%	110
2023 Q1	$19.9K	Hold	200	–	–	0.01%	106
2022 Q4	$18K	Hold	200	–	–	0.01%	109
2022 Q3	$19K	Hold	200	–	–	0.03%	68
2022 Q2	$20K	Hold	200	–	–	0.01%	103
2022 Q1	$22K	Hold	200	–	–	0.01%	105
2021 Q4	$22K	Hold	200	–	–	0.01%	96
2021 Q3	$17K	Hold	200	–	–	0.01%	96
2021 Q2	$19K	Hold	200	–	–	0.01%	96
2021 Q1	$19K	Sell	200 -500	-71%	-$46.7K	0.01%	89
2020 Q4	$66K	Buy	+700	New	+$66.8K	0.05%	58

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Horse Wealth Management's CHRW Position: Q2 2025 in Review

Iron Horse Wealth Management held its C.H. Robinson (CHRW) position steady in Q2 2025 at 210 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #213.

Iron Horse Wealth Management first reported a position in CHRW in Q4 2020 and has held it in 19 quarters since. The position peaked at $66K in Q4 2020. 665 funds tracked by Wall St. Rank hold CHRW as of Q2 2025.

Iron Horse Wealth Management held 210 shares of C.H. Robinson worth $20.1K as of Q2 2025.
Iron Horse Wealth Management left its C.H. Robinson share count unchanged in Q2 2025.
C.H. Robinson made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #213 holding.
Iron Horse Wealth Management first reported a position in C.H. Robinson in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's C.H. Robinson position peaked at $66K in Q4 2020.
665 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.