TritonPoint Wealth’s C.H. Robinson CHRW Stock Holding History

TritonPoint Wealth’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	-1,685	Closed	-$224K	–	288
2025 Q3	$224K	Buy	+1,685	New	+$198K	0.02%	325
2025 Q2	–	Sell	-2,484	Closed	-$256K	–	345
2025 Q1	$256K	Sell	2,484 -270	-10%	-$27.3K	0.02%	306
2024 Q4	$286K	Sell	2,754 -853	-24%	-$91.8K	0.03%	279
2024 Q3	$393K	Sell	3,607 -488	-12%	-$47.4K	0.04%	240
2024 Q2	$364K	Sell	4,095 -2,983	-42%	-$238K	0.04%	233
2024 Q1	$629K	Sell	7,078 -145	-2%	-$11.3K	0.07%	180
2023 Q4	$629K	Buy	+7,223	New	+$605K	0.06%	188

Other funds holding CHRW

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

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

First Eagle Investment Management

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

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

Fidelity Investments

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

Boston Partners

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

Geode Capital Management

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

VanEck Associates

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