Wealthspire Advisors (New York)’s C.H. Robinson CHRW Stock Holding History

Wealthspire Advisors (New York)’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	-417	Closed	-$55.2K	–	1366
2025 Q3	$55.2K	Buy	+417	New	+$48.9K	﹤0.01%	1210
2020 Q2	–	Sell	-6,348	Closed	-$420K	–	316
2020 Q1	$420K	Buy	+6,348	New	+$456K	0.02%	328
2019 Q1	–	Sell	-90	Closed	-$8K	–	178
2018 Q4	$8K	Buy	+90	New	+$8.05K	﹤0.01%	549

Other funds holding CHRW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Wealthspire Advisors (New York)'s CHRW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of C.H. Robinson (CHRW) in Q4 2025, closing a stake of 417 shares — an estimated $55.2K sold.

Wealthspire Advisors (New York) first reported a position in CHRW in Q4 2018 and held it in 3 quarters. The position peaked at $420K in Q1 2020. 819 funds tracked by Wall St. Rank hold CHRW as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining C.H. Robinson position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 417 C.H. Robinson shares in Q4 2025, an estimated $55.2K.
Wealthspire Advisors (New York) first reported a position in C.H. Robinson in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s C.H. Robinson position peaked at $420K in Q1 2020.
819 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.