MWM
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Moran Wealth Management’s C.H. Robinson CHRW Stock Holding History

Moran Wealth 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
2025
Q1 		– Sell
-2,526
Closed -$261K – 451
2024
Q4 		$261K Buy
2,526
+417
+20% +$44.9K 0.01% 389
2024
Q3 		$233K Buy
+2,109
New +$205K 0.01% 398

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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moran Wealth Management's CHRW Position: Q1 2025 in Review

Moran Wealth Management sold out of C.H. Robinson (CHRW) in Q1 2025, closing a stake of 2,526 shares — an estimated $261K sold.

Moran Wealth Management first reported a position in CHRW in Q3 2024 and held it in 2 quarters. The position peaked at $261K in Q4 2024. 692 funds tracked by Wall St. Rank hold CHRW as of Q1 2025.

  • Moran Wealth Management reported no remaining C.H. Robinson position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 2,526 C.H. Robinson shares in Q1 2025, an estimated $261K.
  • Moran Wealth Management first reported a position in C.H. Robinson in Q3 2024 and held it in 2 quarters.
  • Moran Wealth Management's C.H. Robinson position peaked at $261K in Q4 2024.
  • 692 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.