PWG
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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

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

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. 890 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.
  • 890 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.