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

Spire 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
2026 Q1	$7.8K	Sell	47 -9	-16%	-$1.61K	﹤0.01%	1707
2025 Q4	$8.93K	Sell	56 -2	-3%	-$295	﹤0.01%	1750
2025 Q3	$7.68K	Buy	58 +5	+9%	+$587	﹤0.01%	1851
2025 Q2	$5.08K	Sell	53 -239	-82%	-$22.4K	﹤0.01%	1932
2025 Q1	$29.9K	Sell	292 -41	-12%	-$4.14K	﹤0.01%	1478
2024 Q4	$34.4K	Buy	333 +2	+0.6%	+$215	﹤0.01%	1433
2024 Q3	$36.5K	Sell	331 -40	-11%	-$3.88K	﹤0.01%	1237
2024 Q2	$32.7K	Buy	371 +77	+26%	+$6.15K	﹤0.01%	1260
2024 Q1	$22.4K	Sell	294 -108	-27%	-$8.44K	﹤0.01%	1481
2023 Q4	$34.7K	Buy	402 +13	+3%	+$1.09K	﹤0.01%	1320
2023 Q3	$33.5K	Sell	389 -57	-13%	-$5.32K	﹤0.01%	1318
2023 Q2	$42.1K	Sell	446 -108	-19%	-$10.4K	﹤0.01%	1267
2023 Q1	$55.1K	Buy	554 +454	+454%	+$44.7K	﹤0.01%	1165
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	1644
2022 Q3	$10K	Sell	100 -1,440	-94%	-$155K	﹤0.01%	1559
2022 Q2	$156K	Sell	1,540 -600	-28%	-$62.6K	0.01%	853
2022 Q1	$230K	Sell	2,140 -309	-13%	-$31.4K	0.01%	833
2021 Q4	$264K	Sell	2,449 -209	-8%	-$20.3K	0.01%	965
2021 Q3	$231K	Sell	2,658 -444	-14%	-$40.2K	0.01%	862
2021 Q2	$291K	Buy	3,102 +560	+22%	+$54.6K	0.01%	786
2021 Q1	$238K	Buy	+2,542	New	+$237K	0.01%	991

Other funds holding CHRW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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