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Oak Harvest Investment Services’s C.H. Robinson CHRW Stock Holding History

Oak Harvest Investment Services’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
-5,000
Closed -$512K – 160
2025
Q1 		$512K Buy
5,000
+2,000
+67% +$202K 0.07% 108
2024
Q4 		$310K Buy
+3,000
New +$323K 0.04% 132

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 $138M AUM 28.86% 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

Oak Harvest Investment Services's CHRW Position: Q2 2025 in Review

Oak Harvest Investment Services sold out of C.H. Robinson (CHRW) in Q2 2025, closing a stake of 5,000 shares — an estimated $512K sold.

Oak Harvest Investment Services first reported a position in CHRW in Q4 2024 and held it in 2 quarters. The position peaked at $512K in Q1 2025. 665 funds tracked by Wall St. Rank hold CHRW as of Q2 2025.

  • Oak Harvest Investment Services reported no remaining C.H. Robinson position as of Q2 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 5,000 C.H. Robinson shares in Q2 2025, an estimated $512K.
  • Oak Harvest Investment Services first reported a position in C.H. Robinson in Q4 2024 and held it in 2 quarters.
  • Oak Harvest Investment Services's C.H. Robinson position peaked at $512K in Q1 2025.
  • 665 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2025.

Based on Oak Harvest Investment Services's 13F filing for Q2 2025, filed 8 Aug 2025.