CWM
LIF

Cherrydale Wealth Management’s Life360 LIF Stock Holding History

Cherrydale Wealth Management’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Buy
+4,106
New +$183K 0.06% 77
2026
Q1 		– Sell
-4,106
Closed -$263K – 83
2025
Q4 		$263K Hold
4,106
– – 0.08% 60
2025
Q3 		$436K Hold
4,106
– – 0.14% 48
2025
Q2 		$268K Buy
+4,106
New +$211K 0.09% 59
2025
Q1 		– Sell
-8,235
Closed -$340K – 78
2024
Q4 		$340K Buy
+8,235
New +$363K 0.13% 49

Other funds holding LIF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cherrydale Wealth Management's LIF Position: Q2 2026 in Review

Cherrydale Wealth Management opened a new position in Life360 (LIF) in Q2 2026: 4,106 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #77 among its holdings. This is a return to the name: Cherrydale Wealth Management previously reported a position in LIF as recently as Q4 2025.

Cherrydale Wealth Management first reported a position in LIF in Q4 2024 and has held it in 5 quarters since. The position peaked at $436K in Q3 2025. 199 funds tracked by Wall St. Rank hold LIF as of Q2 2026.

  • Cherrydale Wealth Management held 4,106 shares of Life360 worth $227K as of Q2 2026.
  • Life360 was a new Cherrydale Wealth Management position in Q2 2026.
  • Life360 made up 0.06% of Cherrydale Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Cherrydale Wealth Management first reported a position in Life360 in Q4 2024 and has held it in 5 quarters since.
  • Cherrydale Wealth Management's Life360 position peaked at $436K in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Life360 as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.