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WAM
WealthTrust Asset Management’s
C.H. Robinson
CHRW
Stock Holding History
WealthTrust Asset 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
$10.9M
Buy
+65,608
New
+$11.7M
6.51%
3
2025
Q2
–
Sell
-53,795
Closed
-$5.51M
–
80
2025
Q1
$5.51M
Hold
53,795
–
–
4.08%
4
2024
Q4
$5.56M
Sell
53,795
-2,276
-4%
-$245K
3.99%
4
2024
Q3
$6.19M
Hold
56,071
–
–
4.61%
3
2024
Q2
$4.94M
Hold
56,071
–
–
3.61%
5
2024
Q1
$4.27M
Hold
56,071
–
–
3.25%
6
2023
Q4
$4.84M
Hold
56,071
–
–
4.07%
5
2023
Q3
$4.83M
Hold
56,071
–
–
4.5%
5
2023
Q2
$5.29M
Hold
56,071
–
–
4.8%
3
2023
Q1
$5.57M
Hold
56,071
–
–
5.3%
3
2022
Q4
$5.13M
Buy
56,071
+2,276
+4%
+$217K
4.97%
6
2022
Q3
$5.18M
Hold
53,795
–
–
5.46%
4
2022
Q2
$5.45M
Hold
53,795
–
–
5.15%
5
2022
Q1
$5.79M
Hold
53,795
–
–
4.13%
6
2021
Q4
$5.79M
Hold
53,795
–
–
3.85%
7
2021
Q3
$4.68M
Hold
53,795
–
–
4.17%
5
2021
Q2
$5.04M
Buy
+53,795
New
+$5.24M
4.37%
3
Other funds holding CHRW
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
New York
$59B AUM
32.99%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
WCM Investment Management
Laguna Beach, California
$43.8B AUM
42.28%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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