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Cherry Tree Wealth Management’s Element Solutions ESI Stock Holding History

Cherry Tree Wealth Management’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-274
Closed -$6.2K – 646
2025
Q1 		$6.2K Buy
+274
New +$7K ﹤0.01% 500

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return

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

Cherry Tree Wealth Management sold out of Element Solutions (ESI) in Q2 2025, closing a stake of 274 shares — an estimated $6.2K sold.

Cherry Tree Wealth Management first reported a position in ESI in Q1 2025 and held it in 1 quarter. The position peaked at $6.2K in Q1 2025. 354 funds tracked by Wall St. Rank hold ESI as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Element Solutions position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 274 Element Solutions shares in Q2 2025, an estimated $6.2K.
  • Cherry Tree Wealth Management first reported a position in Element Solutions in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Element Solutions position peaked at $6.2K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Element Solutions as of Q2 2025.

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