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

Ruedi 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 Q2	–	Sell	-1,000	Closed	-$102K	–	102
2025 Q1	$102K	Hold	1,000	–	–	0.03%	66
2024 Q4	$103K	Hold	1,000	–	–	0.03%	66
2024 Q3	$110K	Hold	1,000	–	–	0.04%	65
2024 Q2	$88.1K	Hold	1,000	–	–	0.03%	67
2024 Q1	$76.1K	Hold	1,000	–	–	0.03%	71
2023 Q4	$86.4K	Hold	1,000	–	–	0.04%	63
2023 Q3	$86.1K	Hold	1,000	–	–	0.05%	57
2023 Q2	$94.3K	Hold	1,000	–	–	0.06%	54
2023 Q1	$99.4K	Hold	1,000	–	–	0.06%	55
2022 Q4	$91.6K	Buy	+1,000	New	+$95.2K	0.06%	53

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ruedi Wealth Management's CHRW Position: Q2 2025 in Review

Ruedi Wealth Management sold out of C.H. Robinson (CHRW) in Q2 2025, closing a stake of 1,000 shares — an estimated $102K sold.

Ruedi Wealth Management first reported a position in CHRW in Q4 2022 and held it in 10 quarters. The position peaked at $110K in Q3 2024. 666 funds tracked by Wall St. Rank hold CHRW as of Q2 2025.

Ruedi Wealth Management reported no remaining C.H. Robinson position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 1,000 C.H. Robinson shares in Q2 2025, an estimated $102K.
Ruedi Wealth Management first reported a position in C.H. Robinson in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's C.H. Robinson position peaked at $110K in Q3 2024.
666 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.