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

Venturi 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 		$213K Sell
1,280
-309
-19% -$55.3K 0.01% 558
2025
Q4 		$255K Buy
1,589
+40
+3% +$5.91K 0.01% 493
2025
Q3 		$205K Buy
+1,549
New +$182K 0.01% 546
2025
Q1 		– Sell
-1,269
Closed -$131K – 790
2024
Q4 		$131K Buy
1,269
+1,025
+420% +$110K 0.01% 664
2024
Q3 		$26.9K Buy
244
+111
+83% +$10.8K ﹤0.01% 947
2024
Q2 		$11.7K Buy
+133
New +$10.6K ﹤0.01% 1071
2024
Q1 		– Sell
-17
Closed -$1.47K – 1375
2023
Q4 		$1.47K Buy
+17
New +$1.43K ﹤0.01% 1276
2023
Q3 		– Sell
-4
Closed -$378 – 1325
2023
Q2 		$378 Sell
4
-8
-67% -$773 ﹤0.01% 1095
2023
Q1 		$1.19K Buy
+12
New +$1.18K ﹤0.01% 1090
2022
Q4 		– Sell
-11,048
Closed -$1.06M – 332
2022
Q3 		$1.06M Sell
11,048
-60
-0.5% -$6.45K 0.1% 124
2022
Q2 		$1.13M Sell
11,108
-2
-0% -$209 0.1% 121
2022
Q1 		$1.2M Sell
11,110
-1,055
-9% -$107K 0.09% 124
2021
Q4 		$1.31M Sell
12,165
-394
-3% -$38.3K 0.1% 132
2021
Q3 		$1.09M Sell
12,559
-83
-0.7% -$7.51K 0.09% 141
2021
Q2 		$1.18M Buy
12,642
+398
+3% +$38.8K 0.11% 138
2021
Q1 		$1.17M Sell
12,244
-196
-2% -$18.3K 0.11% 130
2020
Q4 		$1.17M Buy
12,440
+1,141
+10% +$109K 0.12% 125
2020
Q3 		$1.16M Buy
+11,299
New +$1.06M 0.13% 108

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

Venturi Wealth Management's CHRW Position: Q1 2026 in Review

Venturi Wealth Management reduced its C.H. Robinson (CHRW) stake by 19% in Q1 2026, selling an estimated $55.3K and leaving 1,280 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #558.

Venturi Wealth Management first reported a position in CHRW in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.31M in Q4 2021. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Venturi Wealth Management held 1,280 shares of C.H. Robinson worth $213K as of Q1 2026.
  • Venturi Wealth Management sold 309 C.H. Robinson shares in Q1 2026, an estimated $55.3K.
  • C.H. Robinson made up 0.01% of Venturi Wealth Management's portfolio in Q1 2026, its #558 holding.
  • Venturi Wealth Management first reported a position in C.H. Robinson in Q3 2020 and has held it in 18 quarters since.
  • Venturi Wealth Management's C.H. Robinson position peaked at $1.31M in Q4 2021.
  • 882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.