Cherry Tree Wealth Management’s Crane Co CR Stock Holding History

Cherry Tree Wealth Management’s Portfolio CR Stock Details CR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15	Closed	-$2.3K	–	629
2025 Q1	$2.3K	Buy	+15	New	+$2.41K	﹤0.01%	621

Other funds holding CR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cherry Tree Wealth Management sold out of Crane Co (CR) in Q2 2025, closing a stake of 15 shares — an estimated $2.3K sold.

Cherry Tree Wealth Management first reported a position in CR in Q1 2025 and held it in 1 quarter. The position peaked at $2.3K in Q1 2025. 488 funds tracked by Wall St. Rank hold CR as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Crane Co position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 15 Crane Co shares in Q2 2025, an estimated $2.3K.
Cherry Tree Wealth Management first reported a position in Crane Co in Q1 2025 and held it in 1 quarter.
Cherry Tree Wealth Management's Crane Co position peaked at $2.3K in Q1 2025.
488 funds tracked by Wall St. Rank held Crane Co as of Q2 2025.

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