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Cherry Tree Wealth Management’s Nasdaq NDAQ Stock Holding History

Cherry Tree Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.68K Hold
114
– – ﹤0.01% 429
2025
Q4 		$11.1K Hold
114
– – ﹤0.01% 416
2025
Q3 		$10.1K Hold
114
– – ﹤0.01% 409
2025
Q2 		$10.2K Hold
114
– – ﹤0.01% 410
2025
Q1 		$8.65K Hold
114
– – ﹤0.01% 447
2024
Q4 		$8.81K Hold
114
– – ﹤0.01% 431
2024
Q3 		$8.32K Hold
114
– – ﹤0.01% 439
2024
Q2 		$6.87K Hold
114
– – ﹤0.01% 439
2024
Q1 		$7.19K Hold
114
– – ﹤0.01% 410
2023
Q4 		$6.63K Hold
114
– – ﹤0.01% 405
2023
Q3 		$5.54K Buy
+114
New +$5.78K ﹤0.01% 394

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Nasdaq (NDAQ) position steady in Q1 2026 at 114 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Cherry Tree Wealth Management first reported a position in NDAQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.1K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Cherry Tree Wealth Management held 114 shares of Nasdaq worth $9.68K as of Q1 2026.
  • Cherry Tree Wealth Management left its Nasdaq share count unchanged in Q1 2026.
  • Nasdaq made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #429 holding.
  • Cherry Tree Wealth Management first reported a position in Nasdaq in Q3 2023 and has held it in 11 quarters since.
  • Cherry Tree Wealth Management's Nasdaq position peaked at $11.1K in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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