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Twin Peaks Wealth Advisors’s C.H. Robinson CHRW Stock Holding History

Twin Peaks Wealth 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 		– Sell
-97
Closed -$16.1K – 588
2026
Q1 		$16.1K Buy
+97
New +$17.4K ﹤0.01% 808
2025
Q3 		– Sell
-67
Closed -$7.96K – 518
2025
Q2 		$7.96K Buy
+67
New +$6.28K ﹤0.01% 1054

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

Twin Peaks Wealth Advisors's CHRW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of C.H. Robinson (CHRW) in Q2 2026, closing a stake of 97 shares — an estimated $16.1K sold.

Twin Peaks Wealth Advisors first reported a position in CHRW in Q2 2025 and held it in 2 quarters. The position peaked at $16.1K in Q1 2026. 892 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining C.H. Robinson position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 97 C.H. Robinson shares in Q2 2026, an estimated $16.1K.
  • Twin Peaks Wealth Advisors first reported a position in C.H. Robinson in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's C.H. Robinson position peaked at $16.1K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.