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Marsico Capital Management’s C.H. Robinson CHRW Stock Holding History

Marsico Capital 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
2026
Q2 		– Sell
-113,211
Closed -$18.8M – 72
2026
Q1 		$18.8M Buy
113,211
+94,211
+496% +$16.9M 0.55% 36
2025
Q4 		$3.05M Buy
+19,000
New +$2.81M 0.09% 71

Other funds holding CHRW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Marsico Capital Management's CHRW Position: Q2 2026 in Review

Marsico Capital Management sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 113,211 shares — an estimated $18.8M sold.

Marsico Capital Management first reported a position in CHRW in Q4 2025 and held it in 2 quarters. The position peaked at $18.8M in Q1 2026. 894 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Marsico Capital Management reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
  • Marsico Capital Management sold 113,211 C.H. Robinson shares in Q2 2026, an estimated $18.8M.
  • Marsico Capital Management first reported a position in C.H. Robinson in Q4 2025 and held it in 2 quarters.
  • Marsico Capital Management's C.H. Robinson position peaked at $18.8M in Q1 2026.
  • 894 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.