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Cherry Tree Wealth Management’s Cabot Corp CBT Stock Holding History

Cherry Tree Wealth Management’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28
Closed -$2.33K – 627
2025
Q1 		$2.33K Buy
+28
New +$2.41K ﹤0.01% 619

Other funds holding CBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cherry Tree Wealth Management's CBT Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Cabot Corp (CBT) in Q2 2025, closing a stake of 28 shares — an estimated $2.33K sold.

Cherry Tree Wealth Management first reported a position in CBT in Q1 2025 and held it in 1 quarter. The position peaked at $2.33K in Q1 2025. 379 funds tracked by Wall St. Rank hold CBT as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Cabot Corp position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 28 Cabot Corp shares in Q2 2025, an estimated $2.33K.
  • Cherry Tree Wealth Management first reported a position in Cabot Corp in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Cabot Corp position peaked at $2.33K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Cabot Corp as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.