PWM
CHRW icon

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

Perigon 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 		$250K Buy
1,325
+34
+3% +$6.04K ﹤0.01% 1236
2026
Q1 		$214K Buy
1,291
+35
+3% +$6.26K ﹤0.01% 1188
2025
Q4 		$202K Buy
+1,256
New +$186K ﹤0.01% 1247
2021
Q1 		– Sell
-652
Closed -$61K – 589
2020
Q4 		$61K Buy
+652
New +$62.2K 0.01% 687

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 $60.8B AUM 26.63% 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

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

Perigon Wealth Management increased its C.H. Robinson (CHRW) stake by 2.6% in Q2 2026, buying an estimated $6.04K and bringing the position to 1,325 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Perigon Wealth Management first reported a position in CHRW in Q4 2020 and has held it in 4 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Perigon Wealth Management held 1,325 shares of C.H. Robinson worth $250K as of Q2 2026.
  • Perigon Wealth Management bought 34 C.H. Robinson shares in Q2 2026, an estimated $6.04K.
  • C.H. Robinson made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1236 holding.
  • Perigon Wealth Management first reported a position in C.H. Robinson in Q4 2020 and has held it in 4 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.