Sage Mountain Advisors’s C.H. Robinson CHRW Stock Holding History

Sage Mountain Advisors’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 Q4	–	Sell	-1,935	Closed	-$256K	–	568
2025 Q3	$256K	Buy	+1,935	New	+$227K	0.01%	408

Other funds holding CHRW

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

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's CHRW Position: Q4 2025 in Review

Sage Mountain Advisors sold out of C.H. Robinson (CHRW) in Q4 2025, closing a stake of 1,935 shares — an estimated $256K sold.

Sage Mountain Advisors first reported a position in CHRW in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 819 funds tracked by Wall St. Rank hold CHRW as of Q4 2025.

Sage Mountain Advisors reported no remaining C.H. Robinson position as of Q4 2025 after selling out during the quarter.
Sage Mountain Advisors sold 1,935 C.H. Robinson shares in Q4 2025, an estimated $256K.
Sage Mountain Advisors first reported a position in C.H. Robinson in Q3 2025 and held it in 1 quarter.
Sage Mountain Advisors's C.H. Robinson position peaked at $256K in Q3 2025.
819 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.