Evercore Wealth Management’s C.H. Robinson CHRW Stock Holding History

Evercore Wealth 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 Q2	$241K	Hold	1,280	–	–	﹤0.01%	374
2026 Q1	$213K	Hold	1,280	–	–	﹤0.01%	383
2025 Q4	$206K	Buy	+1,280	New	+$189K	﹤0.01%	388
2018 Q1	–	Sell	-553	Closed	-$49K	–	421
2017 Q4	$49K	Hold	553	–	–	﹤0.01%	583
2017 Q3	$42K	Sell	553 -375	-40%	-$26K	﹤0.01%	597
2017 Q2	$64K	Hold	928	–	–	﹤0.01%	544
2017 Q1	$72K	Hold	928	–	–	﹤0.01%	539
2016 Q4	$68K	Hold	928	–	–	﹤0.01%	550
2016 Q3	$65K	Hold	928	–	–	﹤0.01%	551
2016 Q2	$69K	Buy	928 +375	+68%	+$27.4K	﹤0.01%	517
2016 Q1	$41K	Sell	553 -60	-10%	-$4.12K	﹤0.01%	603
2015 Q4	$38K	Buy	613 +60	+11%	+$4.04K	﹤0.01%	644
2015 Q3	$38K	Hold	553	–	–	﹤0.01%	632
2015 Q2	$34K	Hold	553	–	–	﹤0.01%	698
2015 Q1	$40K	Hold	553	–	–	﹤0.01%	662
2014 Q4	$41K	Hold	553	–	–	﹤0.01%	570
2014 Q3	$37K	Sell	553 -36	-6%	-$2.4K	﹤0.01%	647
2014 Q2	$38K	Hold	589	–	–	﹤0.01%	647
2014 Q1	$31K	Sell	589 -57	-9%	-$3.1K	﹤0.01%	664
2013 Q4	$37K	Sell	646 -675	-51%	-$39.7K	﹤0.01%	603
2013 Q3	$78K	Buy	1,321 +175	+15%	+$10.3K	﹤0.01%	518
2013 Q2	$64K	Buy	+1,146	New	+$66.1K	﹤0.01%	539

Other funds holding CHRW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Evercore Wealth Management's CHRW Position: Q2 2026 in Review

Evercore Wealth Management held its C.H. Robinson (CHRW) position steady in Q2 2026 at 1,280 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Evercore Wealth Management first reported a position in CHRW in Q2 2013 and has held it in 22 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Evercore Wealth Management held 1,280 shares of C.H. Robinson worth $241K as of Q2 2026.
Evercore Wealth Management left its C.H. Robinson share count unchanged in Q2 2026.
C.H. Robinson made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #374 holding.
Evercore Wealth Management first reported a position in C.H. Robinson in Q2 2013 and has held it in 22 quarters since.
891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.