TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CHRW β€” C H ROBINSON WORLDWIDE INC

Ownership history in TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV  Β·  3 quarters on record

AI Ownership Summary

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported C H ROBINSON WORLDWIDE INC (CHRW) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.54% in 2025 Q4. The latest visible filing shows CHRW at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CHRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's position in C H ROBINSON WORLDWIDE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CHRW was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held CHRW β€” position size vs. price
% of Fund (quarterly)    CHRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 9,563 +1 +0.0% 0.54% $1.5M 2026-02-14 (Est.) $175.41
2025 Q3 ADDED β€” β€” β€” 9,562 +1,435 +17.7% 0.45% $1.3M 2025-10-16 $125.06
2025 Q2 INITIATED β€” β€” β€” 8,127 β€” β€” 0.28% $780K 2025-07-16 $96.75

FAQ About TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV and CHRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported owning CHRW?

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported CHRW across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported CHRW position in TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's portfolio?

The largest reported portfolio weight for CHRW was 0.54% in 2025 Q4.

What is the latest reported CHRW position on this page?

The most recent filing on this page is 2025 Q4, when TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported 9,563 shares, equal to 0.54% of portfolio, with an estimated market value of $1.5M.

What does the chart on this CHRW ownership page compare?

The chart compares TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's quarterly CHRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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