SW
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SlateStone Wealth’s C.H. Robinson CHRW Stock Holding History

SlateStone Wealth’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 		$1.32M Buy
7,000
+75
+1% +$13.3K 0.1% 145
2026
Q1 		$1.15M Buy
6,925
+515
+8% +$92.1K 0.09% 150
2025
Q4 		$1.03M Hold
6,410
– – 0.09% 161
2025
Q3 		$849K Hold
6,410
– – 0.07% 173
2025
Q2 		$615K Hold
6,410
– – 0.06% 195
2025
Q1 		$656K Hold
6,410
– – 0.07% 182
2024
Q4 		$662K Buy
6,410
+250
+4% +$26.9K 0.06% 186
2024
Q3 		$680K Buy
6,160
+10
+0.2% +$971 0.06% 185
2024
Q2 		$542K Buy
6,150
+236
+4% +$18.8K 0.06% 201
2024
Q1 		$450K Buy
+5,914
New +$462K 0.05% 212

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

SlateStone Wealth's CHRW Position: Q2 2026 in Review

SlateStone Wealth increased its C.H. Robinson (CHRW) stake by 1.1% in Q2 2026, buying an estimated $13.3K and bringing the position to 7,000 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #145.

SlateStone Wealth first reported a position in CHRW in Q1 2024 and has held it in 10 quarters since. 153 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • SlateStone Wealth held 7,000 shares of C.H. Robinson worth $1.32M as of Q2 2026.
  • SlateStone Wealth bought 75 C.H. Robinson shares in Q2 2026, an estimated $13.3K.
  • C.H. Robinson made up 0.1% of SlateStone Wealth's portfolio in Q2 2026, its #145 holding.
  • SlateStone Wealth first reported a position in C.H. Robinson in Q1 2024 and has held it in 10 quarters since.
  • 153 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.