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McClarren Financial Advisors’s C.H. Robinson CHRW Stock Holding History

McClarren Financial 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
-11
Closed -$1K – 122
2025
Q1 		$1K Hold
11
– – ﹤0.01% 262
2024
Q4 		$1K Hold
11
– – ﹤0.01% 186
2024
Q3 		$1 Sell
11
-77
-88% -$7.48K ﹤0.01% 230
2024
Q2 		$0 Buy
88
+76
+633% +$6.07K ﹤0.01% 314
2024
Q1 		$1K Buy
12
+1
+9% +$78 ﹤0.01% 297
2023
Q4 		$1K Hold
11
– – ﹤0.01% 336
2023
Q3 		$0 Hold
11
– – ﹤0.01% 330
2023
Q2 		$1K Hold
11
– – ﹤0.01% 307
2023
Q1 		$1K Hold
11
– – ﹤0.01% 299
2022
Q4 		$1K Buy
+11
New +$1.05K ﹤0.01% 309

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

McClarren Financial Advisors's CHRW Position: Q2 2025 in Review

McClarren Financial Advisors sold out of C.H. Robinson (CHRW) in Q2 2025, closing a stake of 11 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in CHRW in Q4 2022 and held it in 10 quarters. The position peaked at $1K in Q1 2025. 665 funds tracked by Wall St. Rank hold CHRW as of Q2 2025.

  • McClarren Financial Advisors reported no remaining C.H. Robinson position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 11 C.H. Robinson shares in Q2 2025, an estimated $1K.
  • McClarren Financial Advisors first reported a position in C.H. Robinson in Q4 2022 and held it in 10 quarters.
  • McClarren Financial Advisors's C.H. Robinson position peaked at $1K in Q1 2025.
  • 665 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.