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Legacy Wealth Management (Idaho)’s C.H. Robinson CHRW Stock Holding History

Legacy Wealth Management (Idaho)’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
-11
Closed -$1.06K – 788
2025
Q2 		$1.06K Hold
11
– – ﹤0.01% 588
2025
Q1 		$1.13K Hold
11
– – ﹤0.01% 627
2024
Q4 		$1.06K Hold
11
– – ﹤0.01% 584
2024
Q3 		$1.23K Buy
+11
New +$1.07K ﹤0.01% 528

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

Legacy Wealth Management (Idaho)'s CHRW Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of C.H. Robinson (CHRW) in Q3 2025, closing a stake of 11 shares — an estimated $1.06K sold.

Legacy Wealth Management (Idaho) first reported a position in CHRW in Q3 2024 and held it in 4 quarters. The position peaked at $1.23K in Q3 2024. 717 funds tracked by Wall St. Rank hold CHRW as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining C.H. Robinson position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 11 C.H. Robinson shares in Q3 2025, an estimated $1.06K.
  • Legacy Wealth Management (Idaho) first reported a position in C.H. Robinson in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s C.H. Robinson position peaked at $1.23K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.