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 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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Integris Wealth Management increased its C.H. Robinson (CHRW) stake by 69% in Q2 2026, buying an estimated $348K and bringing the position to 4,809 shares worth $906K. The position accounts for 0.18% of the portfolio, ranked #46.

Integris Wealth Management first reported a position in CHRW in Q4 2022 and has held it in 15 quarters since. 153 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Integris Wealth Management held 4,809 shares of C.H. Robinson worth $906K as of Q2 2026.
Integris Wealth Management bought 1,961 C.H. Robinson shares in Q2 2026, an estimated $348K.
C.H. Robinson made up 0.18% of Integris Wealth Management's portfolio in Q2 2026, its #46 holding.
Integris Wealth Management first reported a position in C.H. Robinson in Q4 2022 and has held it in 15 quarters since.
153 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.