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Cherry Tree Wealth Management’s Fox Class A FOXA Stock Holding History

Cherry Tree Wealth Management’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-77
Closed -$4.36K – 654
2025
Q1 		$4.36K Buy
77
+65
+542% +$3.44K ﹤0.01% 550
2024
Q4 		$583 Buy
+12
New +$540 ﹤0.01% 602

Other funds holding FOXA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cherry Tree Wealth Management sold out of Fox Class A (FOXA) in Q2 2025, closing a stake of 77 shares — an estimated $4.36K sold.

Cherry Tree Wealth Management first reported a position in FOXA in Q4 2024 and held it in 2 quarters. The position peaked at $4.36K in Q1 2025. 707 funds tracked by Wall St. Rank hold FOXA as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Fox Class A position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 77 Fox Class A shares in Q2 2025, an estimated $4.36K.
  • Cherry Tree Wealth Management first reported a position in Fox Class A in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Fox Class A position peaked at $4.36K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Fox Class A as of Q2 2025.

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