True Wealth Design’s C.H. Robinson CHRW Stock Holding History

True Wealth Design’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	$8.14K	Buy	49 +29	+145%	+$5.19K	﹤0.01%	1043
2025 Q4	$3.22K	Sell	20 -2	-9%	-$295	﹤0.01%	1267
2025 Q3	$2.91K	Sell	22 -4	-15%	-$469	﹤0.01%	1323
2025 Q2	$2.5K	Buy	26 +7	+37%	+$656	﹤0.01%	1089
2025 Q1	$1.95K	Buy	19 +9	+90%	+$910	﹤0.01%	1016
2024 Q4	$1.03K	Buy	10 +1	+11%	+$108	﹤0.01%	932
2024 Q3	$994	Buy	9 +1	+13%	+$97	﹤0.01%	975
2024 Q2	$705	Buy	8 +3	+60%	+$240	﹤0.01%	592
2024 Q1	$381	Buy	5 +1	+25%	+$78	﹤0.01%	674
2023 Q4	$346	Hold	4	–	–	﹤0.01%	578
2023 Q3	$345	Hold	4	–	–	﹤0.01%	520
2023 Q2	$378	Hold	4	–	–	﹤0.01%	517
2023 Q1	$398	Hold	4	–	–	﹤0.01%	579
2022 Q4	$366	Buy	+4	New	+$381	﹤0.01%	538

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