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Cherry Tree Wealth Management’s Definitive Healthcare DH Stock Holding History

Cherry Tree Wealth Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-77
Closed -$313 – 604
2025
Q3 		$313 Hold
77
– – ﹤0.01% 579
2025
Q2 		$301 Hold
77
– – ﹤0.01% 594
2025
Q1 		$223 Hold
77
– – ﹤0.01% 749
2024
Q4 		$317 Hold
77
– – ﹤0.01% 628
2024
Q3 		$345 Hold
77
– – ﹤0.01% 600
2024
Q2 		$421 Hold
77
– – ﹤0.01% 577
2024
Q1 		$622 Hold
77
– – ﹤0.01% 565
2023
Q4 		$766 Hold
77
– – ﹤0.01% 556
2023
Q3 		$616 Hold
77
– – ﹤0.01% 551
2023
Q2 		$847 Buy
+77
New +$793 ﹤0.01% 544

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Cherry Tree Wealth Management sold out of Definitive Healthcare (DH) in Q4 2025, closing a stake of 77 shares — an estimated $313 sold.

Cherry Tree Wealth Management first reported a position in DH in Q2 2023 and held it in 10 quarters. The position peaked at $847 in Q2 2023. 122 funds tracked by Wall St. Rank hold DH as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Definitive Healthcare position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 77 Definitive Healthcare shares in Q4 2025, an estimated $313.
  • Cherry Tree Wealth Management first reported a position in Definitive Healthcare in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Definitive Healthcare position peaked at $847 in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2025.

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