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

Integris 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 Q3	$712K	Hold	4,809	–	–	0.14%	55
2026 Q2	$906K	Buy	4,809 +1,961	+69%	+$348K	0.18%	46
2026 Q1	$473K	Hold	2,848	–	–	0.11%	63
2025 Q4	$458K	Sell	2,848 -200	-7%	-$29.5K	0.1%	70
2025 Q3	$404K	Hold	3,048	–	–	0.1%	78
2025 Q2	$292K	Hold	3,048	–	–	0.08%	89
2025 Q1	$312K	Hold	3,048	–	–	0.09%	80
2024 Q4	$315K	Hold	3,048	–	–	0.09%	80
2024 Q3	$336K	Hold	3,048	–	–	0.09%	71
2024 Q2	$269K	Hold	3,048	–	–	0.08%	78
2024 Q1	$232K	Hold	3,048	–	–	0.06%	91
2023 Q4	$263K	Hold	3,048	–	–	0.08%	81
2023 Q3	$263K	Hold	3,048	–	–	0.09%	77
2023 Q2	$288K	Hold	3,048	–	–	0.1%	64
2023 Q1	$303K	Sell	3,048 -347	-10%	-$34.2K	0.11%	60
2022 Q4	$311K	Buy	+3,395	New	+$323K	0.12%	60

Other funds holding CHRW

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integris Wealth Management's CHRW Position: Q3 2026 in Review

Integris Wealth Management held its C.H. Robinson (CHRW) position steady in Q3 2026 at 4,809 shares worth $712K. The position accounts for 0.14% of the portfolio, ranked #55.

Integris Wealth Management first reported a position in CHRW in Q4 2022 and has held it in 16 quarters since. The position peaked at $906K in Q2 2026. 163 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

Integris Wealth Management held 4,809 shares of C.H. Robinson worth $712K as of Q3 2026.
Integris Wealth Management left its C.H. Robinson share count unchanged in Q3 2026.
C.H. Robinson made up 0.14% of Integris Wealth Management's portfolio in Q3 2026, its #55 holding.
Integris Wealth Management first reported a position in C.H. Robinson in Q4 2022 and has held it in 16 quarters since.
Integris Wealth Management's C.H. Robinson position peaked at $906K in Q2 2026.
163 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.