Optima Capital’s C.H. Robinson CHRW Stock Holding History

Optima Capital’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	-3	Closed	-$482	–	353
2025 Q4	$482	Buy	+3	New	+$443	﹤0.01%	1271

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

Optima Capital's CHRW Position: Q1 2026 in Review

Optima Capital sold out of C.H. Robinson (CHRW) in Q1 2026, closing a stake of 3 shares — an estimated $482 sold.

Optima Capital first reported a position in CHRW in Q4 2025 and held it in 1 quarter. The position peaked at $482 in Q4 2025. 884 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Optima Capital reported no remaining C.H. Robinson position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 C.H. Robinson shares in Q1 2026, an estimated $482.
Optima Capital first reported a position in C.H. Robinson in Q4 2025 and held it in 1 quarter.
Optima Capital's C.H. Robinson position peaked at $482 in Q4 2025.
884 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.