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Summit Wealth Group (Colorado)’s C.H. Robinson CHRW Stock Holding History

Summit Wealth Group (Colorado)’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
-5,681
Closed -$489K – 331
2025
Q3 		$489K Buy
+5,681
New +$666K 0.05% 265

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CHRW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of C.H. Robinson (CHRW) in Q4 2025, closing a stake of 5,681 shares — an estimated $489K sold.

Summit Wealth Group (Colorado) first reported a position in CHRW in Q3 2025 and held it in 1 quarter. The position peaked at $489K in Q3 2025. 819 funds tracked by Wall St. Rank hold CHRW as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining C.H. Robinson position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,681 C.H. Robinson shares in Q4 2025, an estimated $489K.
  • Summit Wealth Group (Colorado) first reported a position in C.H. Robinson in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s C.H. Robinson position peaked at $489K in Q3 2025.
  • 819 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.