Perigon Wealth Management
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
Q3 		$258K Buy
1,747
+422
+32% +$68.8K ﹤0.01% 1232
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

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
WealthTrust Asset Management
WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Perigon Wealth Management increased its C.H. Robinson (CHRW) stake by 32% in Q3 2026, buying an estimated $68.8K and bringing the position to 1,747 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Perigon Wealth Management first reported a position in CHRW in Q4 2020 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Perigon Wealth Management held 1,747 shares of C.H. Robinson worth $258K as of Q3 2026.
  • Perigon Wealth Management bought 422 C.H. Robinson shares in Q3 2026, an estimated $68.8K.
  • C.H. Robinson made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1232 holding.
  • Perigon Wealth Management first reported a position in C.H. Robinson in Q4 2020 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.