Trilogy Capital’s C.H. Robinson CHRW Stock Holding History

Trilogy Capital’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 Q3	$2.94M	Sell	19,845 -118	-0.6%	-$19.2K	0.11%	140
2026 Q2	$3.76M	Sell	19,963 -134	-0.7%	-$23.8K	0.15%	117
2026 Q1	$3.34M	Sell	20,097 -1,142	-5%	-$204K	0.15%	111
2025 Q4	$3.41M	Sell	21,239 -7,722	-27%	-$1.14M	0.15%	113
2025 Q3	$3.83M	Sell	28,961 -1,818	-6%	-$213K	0.18%	84
2025 Q2	$2.95M	Buy	+30,779	New	+$2.88M	0.14%	108

Other funds holding CHRW

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Trilogy Capital's CHRW Position: Q3 2026 in Review

Trilogy Capital reduced its C.H. Robinson (CHRW) stake by 0.59% in Q3 2026, selling an estimated $19.2K and leaving 19,845 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #140.

Trilogy Capital first reported a position in CHRW in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.83M in Q3 2025. 123 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

Trilogy Capital held 19,845 shares of C.H. Robinson worth $2.94M as of Q3 2026.
Trilogy Capital sold 118 C.H. Robinson shares in Q3 2026, an estimated $19.2K.
C.H. Robinson made up 0.11% of Trilogy Capital's portfolio in Q3 2026, its #140 holding.
Trilogy Capital first reported a position in C.H. Robinson in Q2 2025 and has held it in 6 quarters since.
Trilogy Capital's C.H. Robinson position peaked at $3.83M in Q3 2025.
123 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.