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Summit Trail Advisors’s C.H. Robinson CHRW Stock Holding History

Summit Trail Advisors’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 		$1.72M Buy
9,133
+265
+3% +$47.1K 0.02% 701
2026
Q1 		$1.47M Buy
8,868
+2,177
+33% +$389K 0.02% 731
2025
Q4 		$1.08M Buy
6,691
+988
+17% +$146K 0.02% 778
2025
Q3 		$758K Buy
5,703
+3,581
+169% +$420K 0.01% 957
2025
Q2 		$206K Buy
+2,122
New +$199K ﹤0.01% 1053
2025
Q1 		– Sell
-1,980
Closed -$206K – 431
2024
Q4 		$206K Buy
+1,980
New +$213K 0.01% 353
2018
Q1 		– Sell
-536
Closed -$51K – 655
2017
Q4 		$51K Buy
+536
New +$43.8K 0.01% 812

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 Trail Advisors's CHRW Position: Q2 2026 in Review

Summit Trail Advisors increased its C.H. Robinson (CHRW) stake by 3% in Q2 2026, buying an estimated $47.1K and bringing the position to 9,133 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #701.

Summit Trail Advisors first reported a position in CHRW in Q4 2017 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Summit Trail Advisors held 9,133 shares of C.H. Robinson worth $1.72M as of Q2 2026.
  • Summit Trail Advisors bought 265 C.H. Robinson shares in Q2 2026, an estimated $47.1K.
  • C.H. Robinson made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #701 holding.
  • Summit Trail Advisors first reported a position in C.H. Robinson in Q4 2017 and has held it in 7 quarters since.
  • 891 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.