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Sigma Planning Corp’s C.H. Robinson CHRW Stock Holding History

Sigma Planning Corp’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 		$204K Buy
+1,085
New +$193K 0.01% 1323
2026
Q1 		– Sell
-1,363
Closed -$219K – 1332
2025
Q4 		$219K Buy
+1,363
New +$201K 0.01% 1178
2020
Q4 		– Sell
-2,017
Closed -$206K – 1211
2020
Q3 		$206K Buy
+2,017
New +$189K 0.01% 948

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

Sigma Planning Corp's CHRW Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in C.H. Robinson (CHRW) in Q2 2026: 1,085 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in CHRW as recently as Q4 2025.

Sigma Planning Corp first reported a position in CHRW in Q3 2020 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Sigma Planning Corp held 1,085 shares of C.H. Robinson worth $204K as of Q2 2026.
  • C.H. Robinson was a new Sigma Planning Corp position in Q2 2026.
  • C.H. Robinson made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1323 holding.
  • Sigma Planning Corp first reported a position in C.H. Robinson in Q3 2020 and has held it in 3 quarters since.
  • Sigma Planning Corp's C.H. Robinson position peaked at $219K in Q4 2025.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.