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Cherry Tree Wealth Management’s BlackLine BL Stock Holding History

Cherry Tree Wealth Management’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-43
Closed -$2.28K – 596
2025
Q3 		$2.28K Hold
43
– – ﹤0.01% 515
2025
Q2 		$2.44K Hold
43
– – ﹤0.01% 524
2025
Q1 		$2.08K Hold
43
– – ﹤0.01% 626
2024
Q4 		$2.61K Hold
43
– – ﹤0.01% 522
2024
Q3 		$2.37K Hold
43
– – ﹤0.01% 527
2024
Q2 		$2.08K Hold
43
– – ﹤0.01% 516
2024
Q1 		$2.78K Hold
43
– – ﹤0.01% 487
2023
Q4 		$2.69K Hold
43
– – ﹤0.01% 484
2023
Q3 		$2.39K Hold
43
– – ﹤0.01% 472
2023
Q2 		$2.31K Buy
+43
New +$2.39K ﹤0.01% 481

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Cherry Tree Wealth Management's BL Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of BlackLine (BL) in Q4 2025, closing a stake of 43 shares — an estimated $2.28K sold.

Cherry Tree Wealth Management first reported a position in BL in Q2 2023 and held it in 10 quarters. The position peaked at $2.78K in Q1 2024. 308 funds tracked by Wall St. Rank hold BL as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining BlackLine position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 43 BlackLine shares in Q4 2025, an estimated $2.28K.
  • Cherry Tree Wealth Management first reported a position in BlackLine in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's BlackLine position peaked at $2.78K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held BlackLine as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.