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Cherry Tree Wealth Management’s Labcorp LH Stock Holding History

Cherry Tree Wealth Management’s Portfolio LH Stock Details LH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$699 – 682
2025
Q1 		$699 Hold
3
– – ﹤0.01% 706
2024
Q4 		$688 Buy
+3
New +$688 ﹤0.01% 596

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Cherry Tree Wealth Management sold out of Labcorp (LH) in Q2 2025, closing a stake of 3 shares — an estimated $699 sold.

Cherry Tree Wealth Management first reported a position in LH in Q4 2024 and held it in 2 quarters. The position peaked at $699 in Q1 2025. 973 funds tracked by Wall St. Rank hold LH as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Labcorp position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 3 Labcorp shares in Q2 2025, an estimated $699.
  • Cherry Tree Wealth Management first reported a position in Labcorp in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Labcorp position peaked at $699 in Q1 2025.
  • 973 funds tracked by Wall St. Rank held Labcorp as of Q2 2025.

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