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Lifeworks Advisors’s C.H. Robinson CHRW Stock Holding History

Lifeworks 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
Q2 		– Sell
-3,086
Closed -$316K – 316
2025
Q1 		$316K Buy
3,086
+334
+12% +$33.8K 0.05% 242
2024
Q4 		$284K Sell
2,752
-99
-3% -$10.7K 0.05% 242
2024
Q3 		$315K Sell
2,851
-946
-25% -$91.9K 0.06% 220
2024
Q2 		$335K Buy
3,797
+1,045
+38% +$83.4K 0.09% 166
2024
Q1 		$210K Buy
2,752
+386
+16% +$30.2K 0.06% 220
2023
Q4 		$204K Buy
+2,366
New +$198K 0.07% 193
2022
Q3 		– Sell
-2,427
Closed -$246K – 133
2022
Q2 		$246K Buy
+2,427
New +$253K 0.16% 116

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lifeworks Advisors's CHRW Position: Q2 2025 in Review

Lifeworks Advisors sold out of C.H. Robinson (CHRW) in Q2 2025, closing a stake of 3,086 shares — an estimated $316K sold.

Lifeworks Advisors first reported a position in CHRW in Q2 2022 and held it in 7 quarters. The position peaked at $335K in Q2 2024. 665 funds tracked by Wall St. Rank hold CHRW as of Q2 2025.

  • Lifeworks Advisors reported no remaining C.H. Robinson position as of Q2 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 3,086 C.H. Robinson shares in Q2 2025, an estimated $316K.
  • Lifeworks Advisors first reported a position in C.H. Robinson in Q2 2022 and held it in 7 quarters.
  • Lifeworks Advisors's C.H. Robinson position peaked at $335K in Q2 2024.
  • 665 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.