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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
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 $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

Twin Peaks Wealth Advisors's CHRW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in C.H. Robinson (CHRW) in Q1 2026: 97 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CHRW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CHRW in Q2 2025 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold CHRW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 97 shares of C.H. Robinson worth $16.1K as of Q1 2026.
  • C.H. Robinson was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • C.H. Robinson made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #808 holding.
  • Twin Peaks Wealth Advisors first reported a position in C.H. Robinson in Q2 2025 and has held it in 2 quarters since.
  • 883 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.