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Summit Securities Group’s C.H. Robinson CHRW Stock Holding History

Summit Securities 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
Q2 		$5.08K Buy
27
+8
+42% +$1.42K ﹤0.01% 973
2026
Q1 		$3.15K Sell
19
-457
-96% -$81.7K ﹤0.01% 875
2025
Q4 		$76.5K Buy
476
+272
+133% +$40.2K 0.01% 521
2025
Q3 		$27K Buy
204
+124
+155% +$14.5K 0.01% 714
2025
Q2 		$7.68K Buy
+80
New +$7.5K ﹤0.01% 925
2024
Q2 		– Sell
-1,500
Closed -$114K – 606
2024
Q1 		$114K Buy
1,500
+1,499
+149,900% +$117K 0.02% 188
2023
Q4 		$0 Buy
+1
New +$84 ﹤0.01% 690
2023
Q3 		– Sell
-151
Closed -$14K – 632
2023
Q2 		$14K Sell
151
-79
-34% -$7.64K ﹤0.01% 717
2023
Q1 		$23K Buy
230
+111
+93% +$10.9K ﹤0.01% 595
2022
Q4 		$11K Sell
119
-50
-30% -$4.76K ﹤0.01% 1015
2022
Q3 		$16K Sell
169
-263
-61% -$28.3K ﹤0.01% 751
2022
Q2 		$44K Buy
432
+349
+420% +$36.4K 0.01% 582
2022
Q1 		$9K Buy
+83
New +$8.43K ﹤0.01% 852
2019
Q1 		– Sell
-4,400
Closed -$370K – 219
2018
Q4 		$370K Buy
4,400
+1,900
+76% +$170K 0.03% 227
2018
Q3 		$245K Hold
2,500
– – 0.09% 134
2018
Q2 		$209K Buy
+2,500
New +$223K 0.03% 205
2017
Q2 		– Sell
-32,929
Closed -$2.54M – 258
2017
Q1 		$2.54M Buy
+32,929
New +$2.53M 0.73% 25
2015
Q3 		– Sell
-100
Closed -$6K – 383
2015
Q2 		$6K Sell
100
-1,200
-92% -$79K ﹤0.01% 398
2015
Q1 		$95K Buy
1,300
+500
+63% +$36.5K 0.07% 131
2014
Q4 		$60K Sell
800
-1,100
-58% -$78.5K 0.02% 307
2014
Q3 		$126K Sell
1,900
-1,400
-42% -$93.2K 0.04% 268
2014
Q2 		$211K Buy
+3,300
New +$194K 0.07% 157
2014
Q1 		– Sell
-1,000
Closed -$58K – 425
2013
Q4 		$58K Buy
+1,000
New +$58.8K 0.01% 261

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 Securities Group's CHRW Position: Q2 2026 in Review

Summit Securities Group increased its C.H. Robinson (CHRW) stake by 42% in Q2 2026, buying an estimated $1.42K and bringing the position to 27 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Summit Securities Group first reported a position in CHRW in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.54M in Q1 2017. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Summit Securities Group held 27 shares of C.H. Robinson worth $5.08K as of Q2 2026.
  • Summit Securities Group bought 8 C.H. Robinson shares in Q2 2026, an estimated $1.42K.
  • C.H. Robinson made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #973 holding.
  • Summit Securities Group first reported a position in C.H. Robinson in Q4 2013 and has held it in 23 quarters since.
  • Summit Securities Group's C.H. Robinson position peaked at $2.54M in Q1 2017.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.