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Great Diamond Partners’s C.H. Robinson CHRW Stock Holding History

Great Diamond Partners’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 		$2.97M Buy
15,752
+11,522
+272% +$2.05M 0.51% 57
2026
Q1 		$702K Buy
+4,230
New +$757K 0.14% 135

Other funds holding CHRW

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Great Diamond Partners's CHRW Position: Q2 2026 in Review

Great Diamond Partners increased its C.H. Robinson (CHRW) stake by 272% in Q2 2026, buying an estimated $2.05M and bringing the position to 15,752 shares worth $2.97M. The position accounts for 0.51% of the portfolio, ranked #57.

Great Diamond Partners first reported a position in CHRW in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Great Diamond Partners held 15,752 shares of C.H. Robinson worth $2.97M as of Q2 2026.
  • Great Diamond Partners bought 11,522 C.H. Robinson shares in Q2 2026, an estimated $2.05M.
  • C.H. Robinson made up 0.51% of Great Diamond Partners's portfolio in Q2 2026, its #57 holding.
  • Great Diamond Partners first reported a position in C.H. Robinson in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.