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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
2023
Q2 		– Sell
-2,400
Closed -$238K – 909
2023
Q1 		$238K Buy
+2,400
New +$236K 0.02% 198
2015
Q2 		– Sell
-14
Closed -$43K – 482
2015
Q1 		$43K Buy
+14
New +$1.02K 0.03% 172

Other funds holding CHRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Summit Securities Group's CHRW Position: Q1 2026 in Review

Summit Securities Group reduced its C.H. Robinson (CHRW) stake by 96% in Q1 2026, selling an estimated $81.7K and leaving 19 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Summit Securities Group first reported a position in CHRW in Q4 2013 and has held it in 22 quarters since. The position peaked at $2.54M in Q1 2017. 883 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Summit Securities Group held 19 shares of C.H. Robinson worth $3.15K as of Q1 2026.
  • Summit Securities Group sold 457 C.H. Robinson shares in Q1 2026, an estimated $81.7K.
  • C.H. Robinson made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #875 holding.
  • Summit Securities Group first reported a position in C.H. Robinson in Q4 2013 and has held it in 22 quarters since.
  • Summit Securities Group's C.H. Robinson position peaked at $2.54M in Q1 2017.
  • 883 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.