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Waverly Advisors’s C.H. Robinson CHRW Stock Holding History

Waverly Advisors’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 		$1.42M Sell
8,551
-158
-2% -$28.3K 0.01% 723
2025
Q4 		$1.4M Sell
8,709
-106
-1% -$15.7K 0.01% 667
2025
Q3 		$1.17M Sell
8,815
-365
-4% -$42.8K 0.01% 604
2025
Q2 		$881K Sell
9,180
-539
-6% -$50.5K 0.01% 645
2025
Q1 		$995K Buy
9,719
+98
+1% +$9.9K 0.01% 606
2024
Q4 		$994K Sell
9,621
-113
-1% -$12.2K 0.02% 512
2024
Q3 		$1.07M Buy
9,734
+1,659
+21% +$161K 0.02% 435
2024
Q2 		$712K Buy
+8,075
New +$645K 0.01% 496

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

Waverly Advisors's CHRW Position: Q1 2026 in Review

Waverly Advisors reduced its C.H. Robinson (CHRW) stake by 1.8% in Q1 2026, selling an estimated $28.3K and leaving 8,551 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #723.

Waverly Advisors first reported a position in CHRW in Q2 2024 and has held it in 8 quarters since. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Waverly Advisors held 8,551 shares of C.H. Robinson worth $1.42M as of Q1 2026.
  • Waverly Advisors sold 158 C.H. Robinson shares in Q1 2026, an estimated $28.3K.
  • C.H. Robinson made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #723 holding.
  • Waverly Advisors first reported a position in C.H. Robinson in Q2 2024 and has held it in 8 quarters since.
  • 882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.