Cherry Tree Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Cherry Tree Wealth Management’s Portfolio RYAN Stock Details RYAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.7K	Hold	1,000	–	–	0.01%	307
2025 Q4	$51.6K	Hold	1,000	–	–	0.01%	262
2025 Q3	$56.4K	Hold	1,000	–	–	0.01%	251
2025 Q2	$68K	Hold	1,000	–	–	0.02%	241
2025 Q1	$73.9K	Hold	1,000	–	–	0.02%	234
2024 Q4	$64.2K	Hold	1,000	–	–	0.02%	239
2024 Q3	$66.4K	Hold	1,000	–	–	0.02%	243
2024 Q2	$57.9K	Hold	1,000	–	–	0.01%	246
2024 Q1	$55.5K	Hold	1,000	–	–	0.01%	242
2023 Q4	$43K	Hold	1,000	–	–	0.01%	247
2023 Q3	$48.4K	Hold	1,000	–	–	0.01%	232
2023 Q2	$44.9K	Buy	+1,000	New	+$42.1K	0.01%	236

Other funds holding RYAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Ryan Specialty Holdings (RYAN) position steady in Q1 2026 at 1,000 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #307.

Cherry Tree Wealth Management first reported a position in RYAN in Q2 2023 and has held it in 12 quarters since. The position peaked at $73.9K in Q1 2025. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

Cherry Tree Wealth Management held 1,000 shares of Ryan Specialty Holdings worth $33.7K as of Q1 2026.
Cherry Tree Wealth Management left its Ryan Specialty Holdings share count unchanged in Q1 2026.
Ryan Specialty Holdings made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #307 holding.
Cherry Tree Wealth Management first reported a position in Ryan Specialty Holdings in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Ryan Specialty Holdings position peaked at $73.9K in Q1 2025.
363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

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