NewEdge Wealth’s C.H. Robinson CHRW Stock Holding History

NewEdge Wealth’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 Q1	–	Sell	-1,715	Closed	-$276K	–	1149
2025 Q4	$276K	Buy	+1,715	New	+$253K	﹤0.01%	1055

Other funds holding CHRW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NewEdge Wealth's CHRW Position: Q1 2026 in Review

NewEdge Wealth sold out of C.H. Robinson (CHRW) in Q1 2026, closing a stake of 1,715 shares — an estimated $276K sold.

NewEdge Wealth first reported a position in CHRW in Q4 2025 and held it in 1 quarter. The position peaked at $276K in Q4 2025. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

NewEdge Wealth reported no remaining C.H. Robinson position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 1,715 C.H. Robinson shares in Q1 2026, an estimated $276K.
NewEdge Wealth first reported a position in C.H. Robinson in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's C.H. Robinson position peaked at $276K in Q4 2025.
882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.