Key Financial Inc’s C.H. Robinson CHRW Stock Holding History

Key Financial Inc’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	$74.7K	Sell	450 -4	-0.9%	-$716	0.01%	457
2025 Q4	$73K	Hold	454	–	–	0.01%	454
2025 Q3	$60.2K	Buy	454 +4	+0.9%	+$469	0.01%	481
2025 Q2	$43.2K	Hold	450	–	–	0.01%	530
2025 Q1	$46.1K	Hold	450	–	–	0.01%	495
2024 Q4	$46.5K	Hold	450	–	–	0.01%	491
2024 Q3	$49.7K	Hold	450	–	–	0.01%	481
2024 Q2	$39.7K	Hold	450	–	–	0.01%	499
2024 Q1	$34.3K	Hold	450	–	–	0.01%	498
2023 Q4	$38.9K	Hold	450	–	–	0.01%	466
2023 Q3	$38.8K	Hold	450	–	–	0.01%	447
2023 Q2	$42.5K	Hold	450	–	–	0.01%	437
2023 Q1	$44.7K	Hold	450	–	–	0.02%	410
2022 Q4	$43.3K	Hold	450	–	–	0.02%	386
2022 Q3	$43K	Hold	450	–	–	0.02%	390
2022 Q2	$46K	Hold	450	–	–	0.02%	373
2022 Q1	$48K	Hold	450	–	–	0.02%	365
2021 Q4	$48K	Hold	450	–	–	0.02%	355
2021 Q3	$39K	Hold	450	–	–	0.02%	374
2021 Q2	$40K	Hold	450	–	–	0.02%	381
2021 Q1	$43K	Hold	450	–	–	0.03%	299
2020 Q4	$42K	Buy	+450	New	+$42.9K	0.03%	271
2020 Q2	–	Sell	-450	Closed	-$29K	–	184
2020 Q1	$29K	Buy	+450	New	+$32.3K	0.03%	284

Other funds holding CHRW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Key Financial Inc's CHRW Position: Q1 2026 in Review

Key Financial Inc reduced its C.H. Robinson (CHRW) stake by 0.88% in Q1 2026, selling an estimated $716 and leaving 450 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #457.

Key Financial Inc first reported a position in CHRW in Q1 2020 and has held it in 23 quarters since. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Key Financial Inc held 450 shares of C.H. Robinson worth $74.7K as of Q1 2026.
Key Financial Inc sold 4 C.H. Robinson shares in Q1 2026, an estimated $716.
C.H. Robinson made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #457 holding.
Key Financial Inc first reported a position in C.H. Robinson in Q1 2020 and has held it in 23 quarters since.
882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.