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Cherry Tree Wealth Management’s Crane NXT CXT Stock Holding History

Cherry Tree Wealth Management’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.06K Hold
100
– – ﹤0.01% 497
2025
Q4 		$4.71K Hold
100
– – ﹤0.01% 492
2025
Q3 		$6.71K Hold
100
– – ﹤0.01% 446
2025
Q2 		$5.39K Hold
100
– – ﹤0.01% 467
2025
Q1 		$5.14K Hold
100
– – ﹤0.01% 521
2024
Q4 		$5.82K Hold
100
– – ﹤0.01% 465
2024
Q3 		$5.61K Hold
100
– – ﹤0.01% 471
2024
Q2 		$6.14K Hold
100
– – ﹤0.01% 446
2024
Q1 		$6.19K Hold
100
– – ﹤0.01% 421
2023
Q4 		$5.69K Buy
+100
New +$5.31K ﹤0.01% 417

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Crane NXT (CXT) position steady in Q1 2026 at 100 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Cherry Tree Wealth Management first reported a position in CXT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.71K in Q3 2025. 356 funds tracked by Wall St. Rank hold CXT as of Q1 2026.

  • Cherry Tree Wealth Management held 100 shares of Crane NXT worth $4.06K as of Q1 2026.
  • Cherry Tree Wealth Management left its Crane NXT share count unchanged in Q1 2026.
  • Crane NXT made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #497 holding.
  • Cherry Tree Wealth Management first reported a position in Crane NXT in Q4 2023 and has held it in 10 quarters since.
  • Cherry Tree Wealth Management's Crane NXT position peaked at $6.71K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Crane NXT as of Q1 2026.

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