PWPS
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Pinnacle Wealth Planning Services’s C.H. Robinson CHRW Stock Holding History

Pinnacle Wealth Planning Services’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 		$249K Buy
1,323
+5
+0.4% +$888 0.02% 440
2026
Q1 		$219K Sell
1,318
-132
-9% -$23.6K 0.02% 448
2025
Q4 		$233K Buy
+1,450
New +$214K 0.02% 416
2021
Q1 		– Sell
-822
Closed -$77K – 651
2020
Q4 		$77K Buy
+822
New +$78.4K 0.02% 583

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

Pinnacle Wealth Planning Services's CHRW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its C.H. Robinson (CHRW) stake by 0.38% in Q2 2026, buying an estimated $888 and bringing the position to 1,323 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #440.

Pinnacle Wealth Planning Services 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.

  • Pinnacle Wealth Planning Services held 1,323 shares of C.H. Robinson worth $249K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 5 C.H. Robinson shares in Q2 2026, an estimated $888.
  • C.H. Robinson made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #440 holding.
  • Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.