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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
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% +$4.25K 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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Portside Wealth Group's CHRW Position: Q2 2026 in Review

Portside Wealth Group increased its C.H. Robinson (CHRW) stake by 4.4% in Q2 2026, buying an estimated $54.9K and bringing the position to 7,258 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #145.

Portside Wealth Group first reported a position in CHRW in Q2 2023 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Portside Wealth Group held 7,258 shares of C.H. Robinson worth $1.37M as of Q2 2026.
  • Portside Wealth Group bought 309 C.H. Robinson shares in Q2 2026, an estimated $54.9K.
  • C.H. Robinson made up 0.16% of Portside Wealth Group's portfolio in Q2 2026, its #145 holding.
  • Portside Wealth Group first reported a position in C.H. Robinson in Q2 2023 and has held it in 13 quarters since.
  • 127 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.