Sigma Planning Corp
CHRW icon

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
Q3 		$205K Buy
1,386
+301
+28% +$49.1K 0.01% 1247
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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
WealthTrust Asset Management
WealthTrust Asset Management Destin, Florida $181M AUM 17.81% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 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

Sigma Planning Corp's CHRW Position: Q3 2026 in Review

Sigma Planning Corp increased its C.H. Robinson (CHRW) stake by 28% in Q3 2026, buying an estimated $49.1K and bringing the position to 1,386 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #1247.

Sigma Planning Corp first reported a position in CHRW in Q3 2020 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 169 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Sigma Planning Corp held 1,386 shares of C.H. Robinson worth $205K as of Q3 2026.
  • Sigma Planning Corp bought 301 C.H. Robinson shares in Q3 2026, an estimated $49.1K.
  • C.H. Robinson made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1247 holding.
  • Sigma Planning Corp first reported a position in C.H. Robinson in Q3 2020 and has held it in 4 quarters since.
  • Sigma Planning Corp's C.H. Robinson position peaked at $219K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.