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Cherrydale Wealth Management’s MultiSensor AI MSAI Stock Holding History

Cherrydale Wealth Management’s Portfolio MSAI Stock Details MSAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-821
Closed -$19.6K – 83
2025
Q2 		$19.6K Sell
821
-921
-53% -$29.1K 0.01% 75
2025
Q1 		$64.8K Sell
1,742
-138
-7% -$7.7K 0.03% 72
2024
Q4 		$138K Buy
+1,880
New +$138K 0.05% 71

Other funds holding MSAI

3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cherrydale Wealth Management's MSAI Position: Q3 2025 in Review

Cherrydale Wealth Management sold out of MultiSensor AI (MSAI) in Q3 2025, closing a stake of 821 shares — an estimated $19.6K sold.

Cherrydale Wealth Management first reported a position in MSAI in Q4 2024 and held it in 3 quarters. The position peaked at $138K in Q4 2024. 18 funds tracked by Wall St. Rank hold MSAI as of Q3 2025.

  • Cherrydale Wealth Management reported no remaining MultiSensor AI position as of Q3 2025 after selling out during the quarter.
  • Cherrydale Wealth Management sold 821 MultiSensor AI shares in Q3 2025, an estimated $19.6K.
  • Cherrydale Wealth Management first reported a position in MultiSensor AI in Q4 2024 and held it in 3 quarters.
  • Cherrydale Wealth Management's MultiSensor AI position peaked at $138K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held MultiSensor AI as of Q3 2025.

Based on Cherrydale Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.