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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
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 $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 Trail Advisors's CHRW Position: Q1 2026 in Review

Summit Trail Advisors increased its C.H. Robinson (CHRW) stake by 33% in Q1 2026, buying an estimated $389K and bringing the position to 8,868 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #731.

Summit Trail Advisors first reported a position in CHRW in Q4 2017 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Summit Trail Advisors held 8,868 shares of C.H. Robinson worth $1.47M as of Q1 2026.
  • Summit Trail Advisors bought 2,177 C.H. Robinson shares in Q1 2026, an estimated $389K.
  • C.H. Robinson made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #731 holding.
  • Summit Trail Advisors first reported a position in C.H. Robinson in Q4 2017 and has held it in 6 quarters since.
  • 882 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.