Portside Wealth Group
CHRW icon

Portside Wealth Group’s C.H. Robinson CHRW Stock Holding History

Portside Wealth Group’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 		$1.05M Sell
7,105
-153
-2% -$24.9K 0.12% 181
2026
Q2 		$1.37M Buy
7,258
+309
+4% +$54.9K 0.16% 145
2026
Q1 		$1.15M Buy
6,949
+827
+14% +$148K 0.16% 154
2025
Q4 		$984K Buy
6,122
+168
+3% +$24.8K 0.13% 170
2025
Q3 		$788K Sell
5,954
-2,327
-28% -$273K 0.11% 195
2025
Q2 		$795K Sell
8,281
-139
-2% -$13K 0.12% 185
2025
Q1 		$862K Buy
8,420
+42
+0.5% +$4.24K 0.14% 162
2024
Q4 		$866K Sell
8,378
-200
-2% -$21.5K 0.14% 160
2024
Q3 		$947K Buy
8,578
+221
+3% +$21.5K 0.16% 144
2024
Q2 		$736K Sell
8,357
-17
-0.2% -$1.36K 0.14% 156
2024
Q1 		$638K Sell
8,374
-586
-7% -$45.8K 0.12% 186
2023
Q4 		$774K Sell
8,960
-1,445
-14% -$121K 0.14% 153
2023
Q3 		$896K Sell
10,405
-531
-5% -$49.6K 0.17% 127
2023
Q2 		$1.03M Buy
+10,936
New +$1.06M 0.19% 120

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
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return

Portside Wealth Group's CHRW Position: Q3 2026 in Review

Portside Wealth Group reduced its C.H. Robinson (CHRW) stake by 2.1% in Q3 2026, selling an estimated $24.9K and leaving 7,105 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #181.

Portside Wealth Group first reported a position in CHRW in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.37M in Q2 2026. 136 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Portside Wealth Group held 7,105 shares of C.H. Robinson worth $1.05M as of Q3 2026.
  • Portside Wealth Group sold 153 C.H. Robinson shares in Q3 2026, an estimated $24.9K.
  • C.H. Robinson made up 0.12% of Portside Wealth Group's portfolio in Q3 2026, its #181 holding.
  • Portside Wealth Group first reported a position in C.H. Robinson in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's C.H. Robinson position peaked at $1.37M in Q2 2026.
  • 136 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.