Prospera Financial Services’s C.H. Robinson CHRW Stock Holding History

Prospera Financial 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
2026 Q1	–	Sell	-4,236	Closed	-$681K	–	1434
2025 Q4	$681K	Buy	+4,236	New	+$626K	0.01%	823
2024 Q1	–	Sell	-3,173	Closed	-$274K	–	1101
2023 Q4	$274K	Buy	+3,173	New	+$266K	0.01%	886
2021 Q2	–	Sell	-5,220	Closed	-$498K	–	796
2021 Q1	$498K	Buy	5,220 +1,690	+48%	+$158K	0.03%	490
2020 Q4	$331K	Buy	3,530 +3,260	+1,207%	+$311K	0.02%	511
2020 Q3	$28K	Buy	+270	New	+$25.3K	0.01%	795

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

Prospera Financial Services's CHRW Position: Q1 2026 in Review

Prospera Financial Services sold out of C.H. Robinson (CHRW) in Q1 2026, closing a stake of 4,236 shares — an estimated $681K sold.

Prospera Financial Services first reported a position in CHRW in Q3 2020 and held it in 5 quarters. The position peaked at $681K in Q4 2025. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

Prospera Financial Services reported no remaining C.H. Robinson position as of Q1 2026 after selling out during the quarter.
Prospera Financial Services sold 4,236 C.H. Robinson shares in Q1 2026, an estimated $681K.
Prospera Financial Services first reported a position in C.H. Robinson in Q3 2020 and held it in 5 quarters.
Prospera Financial Services's C.H. Robinson position peaked at $681K in Q4 2025.
882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.