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Speece Thorson Capital Group’s C.H. Robinson CHRW Stock Holding History

Speece Thorson Capital Group’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 		$6.4M Sell
38,524
-24,315
-39% -$4.35M 1.46% 34
2025
Q4 		$10.1M Sell
62,839
-20,311
-24% -$3M 2.19% 30
2025
Q3 		$11M Sell
83,150
-963
-1% -$113K 2.2% 28
2025
Q2 		$8.07M Sell
84,113
-33,718
-29% -$3.16M 1.64% 33
2025
Q1 		$12.1M Sell
117,831
-2,037
-2% -$206K 2.48% 22
2024
Q4 		$12.4M Sell
119,868
-35,564
-23% -$3.83M 2.44% 25
2024
Q3 		$17.2M Sell
155,432
-475
-0.3% -$46.1K 3.17% 10
2024
Q2 		$13.7M Sell
155,907
-2,837
-2% -$226K 2.81% 14
2024
Q1 		$12.1M Buy
158,744
+30,919
+24% +$2.42M 2.34% 24
2023
Q4 		$11M Buy
127,825
+921
+0.7% +$77.2K 2.26% 26
2023
Q3 		$10.9M Sell
126,904
-141
-0.1% -$13.2K 2.41% 22
2023
Q2 		$12M Buy
127,045
+32,607
+35% +$3.15M 2.45% 21
2023
Q1 		$9.38M Sell
94,438
-1,091
-1% -$107K 1.98% 33
2022
Q4 		$8.75M Sell
95,529
-17,069
-15% -$1.63M 1.88% 34
2022
Q3 		$10.8M Buy
112,598
+3,595
+3% +$386K 2.47% 18
2022
Q2 		$11.1M Buy
109,003
+696
+0.6% +$72.7K 2.6% 16
2022
Q1 		$11.7M Sell
108,307
-33,362
-24% -$3.39M 2.5% 20
2021
Q4 		$15.2M Sell
141,669
-17,215
-11% -$1.67M 2.91% 16
2021
Q3 		$13.8M Buy
158,884
+46,959
+42% +$4.25M 2.89% 15
2021
Q2 		$10.5M Sell
111,925
-560
-0.5% -$54.6K 2.19% 22
2021
Q1 		$10.7M Sell
112,485
-649
-0.6% -$60.6K 2.26% 20
2020
Q4 		$10.6M Sell
113,134
-1,710
-1% -$163K 2.53% 20
2020
Q3 		$11.7M Sell
114,844
-24,681
-18% -$2.32M 3.11% 14
2020
Q2 		$11M Sell
139,525
-16,680
-11% -$1.26M 3.18% 13
2020
Q1 		$10.3M Buy
156,205
+12,749
+9% +$916K 3.56% 10
2019
Q4 		$11.2M Sell
143,456
-1,132
-0.8% -$90.1K 2.9% 15
2019
Q3 		$12.3M Buy
144,588
+17,371
+14% +$1.46M 3.28% 11
2019
Q2 		$10.7M Buy
127,217
+43,992
+53% +$3.7M 2.86% 15
2019
Q1 		$7.24M Buy
83,225
+22,560
+37% +$1.98M 1.99% 29
2018
Q4 		$5.1M Sell
60,665
-6,670
-10% -$597K 1.53% 33
2018
Q3 		$6.59M Sell
67,335
-11,625
-15% -$1.09M 1.53% 34
2018
Q2 		$6.61M Sell
78,960
-2,254
-3% -$201K 1.39% 37
2018
Q1 		$7.61M Sell
81,214
-5,487
-6% -$505K 1.62% 34
2017
Q4 		$7.72M Sell
86,701
-55,300
-39% -$4.51M 1.53% 33
2017
Q3 		$10.8M Buy
142,001
+1,685
+1% +$117K 2.25% 22
2017
Q2 		$9.64M Buy
140,316
+54,222
+63% +$3.84M 2.01% 27
2017
Q1 		$6.65M Buy
86,094
+2,427
+3% +$186K 1.41% 35
2016
Q4 		$6.13M Sell
83,667
-8,797
-10% -$636K 1.37% 36
2016
Q3 		$6.51M Buy
92,464
+14,897
+19% +$1.04M 1.4% 34
2016
Q2 		$5.76M Sell
77,567
-16,948
-18% -$1.24M 1.25% 34
2016
Q1 		$7.02M Buy
94,515
+1,384
+1% +$95K 1.57% 32
2015
Q4 		$5.78M Buy
93,131
+574
+0.6% +$38.6K 1.41% 34
2015
Q3 		$6.27M Sell
92,557
-280
-0.3% -$18.8K 1.56% 34
2015
Q2 		$5.79M Buy
92,837
+26,530
+40% +$1.75M 1.39% 31
2015
Q1 		$4.86M Buy
66,307
+930
+1% +$68K 1.14% 36
2014
Q4 		$4.9M Sell
65,377
-880
-1% -$62.8K 1.19% 35
2014
Q3 		$4.39M Sell
66,257
-56,050
-46% -$3.73M 1.12% 35
2014
Q2 		$7.8M Sell
122,307
-1,020
-0.8% -$60K 1.99% 27
2014
Q1 		$6.46M Sell
123,327
-20
-0% -$1.09K 1.7% 31
2013
Q4 		$7.2M Buy
123,347
+31,137
+34% +$1.83M 1.91% 30
2013
Q3 		$5.5M Sell
92,210
-1,250
-1% -$73.4K 1.52% 33
2013
Q2 		$5.26M Buy
+93,460
New +$5.39M 1.54% 33

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Speece Thorson Capital Group's CHRW Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its C.H. Robinson (CHRW) stake by 39% in Q1 2026, selling an estimated $4.35M and leaving 38,524 shares worth $6.4M. The position accounts for 1.46% of the portfolio, ranked #34.

Speece Thorson Capital Group first reported a position in CHRW in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.2M in Q3 2024. 883 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Speece Thorson Capital Group held 38,524 shares of C.H. Robinson worth $6.4M as of Q1 2026.
  • Speece Thorson Capital Group sold 24,315 C.H. Robinson shares in Q1 2026, an estimated $4.35M.
  • C.H. Robinson made up 1.46% of Speece Thorson Capital Group's portfolio in Q1 2026, its #34 holding.
  • Speece Thorson Capital Group first reported a position in C.H. Robinson in Q2 2013 and has held it in 52 quarters since.
  • Speece Thorson Capital Group's C.H. Robinson position peaked at $17.2M in Q3 2024.
  • 883 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.