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Summit Financial’s C.H. Robinson CHRW Stock Holding History

Summit Financial’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 		$225K Buy
+1,190
New +$211K ﹤0.01% 1473

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

Summit Financial's CHRW Position: Q2 2026 in Review

Summit Financial opened a new position in C.H. Robinson (CHRW) in Q2 2026: 1,190 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings.

889 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Summit Financial held 1,190 shares of C.H. Robinson worth $225K as of Q2 2026.
  • C.H. Robinson was a new Summit Financial position in Q2 2026.
  • C.H. Robinson made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1473 holding.
  • 889 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.