Summit Securities Group
CHRW icon

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
2025
Q4 		– Sell
-1,500
Closed -$199K – 1048
2025
Q3 		$199K Buy
+1,500
New +$176K 0.04% 271
2024
Q2 		– Sell
-1,000
Closed -$76K – 607
2024
Q1 		$76K Buy
+1,000
New +$78.2K 0.01% 217

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 $3.38T AUM 44.17% 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. 898 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.
  • 898 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.