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

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

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.