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

Private Wealth Management 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	$18.3K	Hold	124	–	–	﹤0.01%	440
2026 Q2	$23.4K	Hold	124	–	–	0.01%	343
2026 Q1	$20.6K	Hold	124	–	–	0.01%	329
2025 Q4	$19.9K	Hold	124	–	–	0.01%	327
2025 Q3	$16.4K	Hold	124	–	–	﹤0.01%	382
2025 Q2	$11.9K	Hold	124	–	–	﹤0.01%	437
2025 Q1	$12.7K	Sell	124 -7	-5%	-$707	﹤0.01%	405
2024 Q4	$13.5K	Buy	131 +7	+6%	+$753	0.01%	395
2024 Q3	$13.7K	Buy	124 +1	+0.8%	+$97	0.01%	376
2024 Q2	$10.8K	Buy	123 +95	+339%	+$7.58K	﹤0.01%	423
2024 Q1	$2.13K	Sell	28 -5	-15%	-$391	﹤0.01%	932
2023 Q4	$2.85K	Buy	+33	New	+$2.76K	﹤0.01%	822

Other funds holding CHRW

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Private Wealth Management Group's CHRW Position: Q3 2026 in Review

Private Wealth Management Group held its C.H. Robinson (CHRW) position steady in Q3 2026 at 124 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Private Wealth Management Group first reported a position in CHRW in Q4 2023 and has held it in 12 quarters since. The position peaked at $23.4K in Q2 2026. 271 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

Private Wealth Management Group held 124 shares of C.H. Robinson worth $18.3K as of Q3 2026.
Private Wealth Management Group left its C.H. Robinson share count unchanged in Q3 2026.
C.H. Robinson made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #440 holding.
Private Wealth Management Group first reported a position in C.H. Robinson in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's C.H. Robinson position peaked at $23.4K in Q2 2026.
271 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.