Sierra Legacy Group CHRW — C H ROBINSON WORLDWIDE INC

Ownership history in Sierra Legacy Group  ·  7 quarters on record

AI Ownership Summary

Sierra Legacy Group reported C H ROBINSON WORLDWIDE INC (CHRW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.44% in 2026 Q2. The latest visible filing shows CHRW at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CHRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sierra Legacy Group's position in C H ROBINSON WORLDWIDE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CHRW was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CHRW stock page Sierra Legacy Group fund profile Sierra Legacy Group full holdings
How Sierra Legacy Group held CHRW — position size vs. price
% of Fund (quarterly)    CHRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 3,030 — 0% 0.44% $571K 2026-07-17 $208.50
2026 Q1 UNCHANGED — — — 3,030 — 0% 0.38% $503K 2026-05-13 $162.70
2025 Q4 UNCHANGED — — — 3,030 — 0% 0.36% $487K 2026-01-20 $173.91
2025 Q3 UNCHANGED — — — 3,030 — 0% 0.30% $401K 2025-10-29 $127.99
2025 Q2 UNCHANGED — — — 3,030 — 0% 0.23% $291K 2025-08-11 $114.43
2025 Q1 UNCHANGED — — — 3,030 — 0% 0.28% $310K 2025-04-17 $89.14
2024 Q4 INITIATED — — — 3,030 — — 0.29% $313K 2025-02-14 $96.69

🏢 Other funds also holding CHRW

As of 2026 Q2 — sorted by position size

HENNESSY ADVISORS INC 3Y 7Y 2.04% Cascade Investment Advisors, Inc. 3Y 7Y 1.24% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.67% Arbejdsmarkedets Tillaegspension 0.63% Great Diamond Partners, LLC 3Y 0.51% Arlington Partners LLC 3Y 7Y 0.49% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 0.46% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.21% Integris Wealth Management, LLC 3Y 0.18% Portside Wealth Group, LLC 0.16%

FAQ About Sierra Legacy Group and CHRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sierra Legacy Group reported owning CHRW?

Sierra Legacy Group reported CHRW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CHRW position in Sierra Legacy Group's portfolio?

The largest reported portfolio weight for CHRW was 0.44% in 2026 Q2.

What is the latest reported CHRW position on this page?

The most recent filing on this page is 2026 Q2, when Sierra Legacy Group reported 3,030 shares, equal to 0.44% of portfolio, with an estimated market value of $571K.

What does the chart on this CHRW ownership page compare?

The chart compares Sierra Legacy Group's quarterly CHRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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