CTWM
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Cherry Tree Wealth Management’s CRH CRH Stock Holding History

Cherry Tree Wealth Management’s Portfolio CRH Stock Details CRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3K Hold
98
– – ﹤0.01% 422
2025
Q4 		$12.2K Hold
98
– – ﹤0.01% 402
2025
Q3 		$11.8K Hold
98
– – ﹤0.01% 390
2025
Q2 		$9K Hold
98
– – ﹤0.01% 420
2025
Q1 		$8.62K Buy
+98
New +$9.64K ﹤0.01% 449

Other funds holding CRH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cherry Tree Wealth Management's CRH Position: Q1 2026 in Review

Cherry Tree Wealth Management held its CRH (CRH) position steady in Q1 2026 at 98 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Cherry Tree Wealth Management first reported a position in CRH in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold CRH as of Q1 2026.

  • Cherry Tree Wealth Management held 98 shares of CRH worth $10.3K as of Q1 2026.
  • Cherry Tree Wealth Management left its CRH share count unchanged in Q1 2026.
  • CRH made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #422 holding.
  • Cherry Tree Wealth Management first reported a position in CRH in Q1 2025 and has held it in 5 quarters since.
  • Cherry Tree Wealth Management's CRH position peaked at $12.2K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held CRH as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.