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Crestwood Advisors Group’s C.H. Robinson CHRW Stock Holding History

Crestwood Advisors Group’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
Q2 		$377K Sell
2,002
-154
-7% -$27.4K 0.01% 589
2026
Q1 		$358K Buy
2,156
+525
+32% +$93.9K 0.01% 522
2025
Q4 		$262K Buy
1,631
+29
+2% +$4.28K ﹤0.01% 564
2025
Q3 		$212K Buy
+1,602
New +$188K ﹤0.01% 540
2017
Q2 		– Sell
-205
Closed -$15K – 203
2017
Q1 		$15K Buy
+205
New +$15.7K ﹤0.01% 399

Other funds holding CHRW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Crestwood Advisors Group's CHRW Position: Q2 2026 in Review

Crestwood Advisors Group reduced its C.H. Robinson (CHRW) stake by 7.1% in Q2 2026, selling an estimated $27.4K and leaving 2,002 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #589.

Crestwood Advisors Group first reported a position in CHRW in Q1 2017 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Crestwood Advisors Group held 2,002 shares of C.H. Robinson worth $377K as of Q2 2026.
  • Crestwood Advisors Group sold 154 C.H. Robinson shares in Q2 2026, an estimated $27.4K.
  • C.H. Robinson made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #589 holding.
  • Crestwood Advisors Group first reported a position in C.H. Robinson in Q1 2017 and has held it in 5 quarters since.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.