Cambridge Advisors’s Blackrock BLK Stock Holding History

Cambridge Advisors’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Hold	406	–	–	0.07%	137
2026 Q1	$390K	Hold	406	–	–	0.08%	133
2025 Q4	$435K	Sell	406 -5	-1%	-$5.47K	0.08%	127
2025 Q3	$479K	Buy	411 +5	+1%	+$5.59K	0.09%	122
2025 Q2	$426K	Hold	406	–	–	0.09%	126
2025 Q1	$384K	Hold	406	–	–	0.08%	127
2024 Q4	$416K	Hold	406	–	–	0.09%	124
2024 Q3	$386K	Hold	406	–	–	0.08%	132
2024 Q2	$320K	Hold	406	–	–	0.07%	135
2024 Q1	$338K	Hold	406	–	–	0.08%	134
2023 Q4	$330K	Hold	406	–	–	0.08%	135
2023 Q3	$262K	Hold	406	–	–	0.07%	145
2023 Q2	$281K	Hold	406	–	–	0.07%	142
2023 Q1	$272K	Sell	406 -10	-2%	-$7.04K	0.07%	156
2022 Q4	$295K	Sell	416 -10	-2%	-$6.68K	0.08%	143
2022 Q3	$234K	Hold	426	–	–	0.07%	156
2022 Q2	$259K	Sell	426 -555	-57%	-$361K	0.07%	154
2022 Q1	$750K	Buy	981 +32	+3%	+$25K	0.18%	92
2021 Q4	$869K	Buy	949 +16	+2%	+$14.6K	0.2%	83
2021 Q3	$782K	Hold	933	–	–	0.19%	86
2021 Q2	$816K	Sell	933 -42	-4%	-$35.5K	0.2%	83
2021 Q1	$735K	Hold	975	–	–	0.19%	86
2020 Q4	$704K	Sell	975 -50	-5%	-$33.2K	0.19%	81
2020 Q3	$578K	Hold	1,025	–	–	0.17%	88
2020 Q2	$558K	Sell	1,025 -130	-11%	-$65.6K	0.17%	89
2020 Q1	$508K	Hold	1,155	–	–	0.19%	83
2019 Q4	$581K	Sell	1,155 -5	-0.4%	-$2.37K	0.18%	86
2019 Q3	$517K	Hold	1,160	–	–	0.17%	81
2019 Q2	$544K	Hold	1,160	–	–	0.18%	85
2019 Q1	$496K	Sell	1,160 -40	-3%	-$16.8K	0.17%	91
2018 Q4	$471K	Hold	1,200	–	–	0.18%	88
2018 Q3	$566K	Sell	1,200 -10	-0.8%	-$4.86K	0.19%	85
2018 Q2	$604K	Hold	1,210	–	–	0.21%	80
2018 Q1	$655K	Buy	1,210 +10	+0.8%	+$5.49K	0.23%	78
2017 Q4	$616K	Hold	1,200	–	–	0.22%	77
2017 Q3	$537K	Hold	1,200	–	–	0.21%	80
2017 Q2	$507K	Hold	1,200	–	–	0.2%	82
2017 Q1	$460K	Sell	1,200 -25	-2%	-$9.56K	0.19%	88
2016 Q4	$466K	Hold	1,225	–	–	0.21%	85
2016 Q3	$444K	Hold	1,225	–	–	0.2%	87
2016 Q2	$420K	Sell	1,225 -20	-2%	-$7.03K	0.19%	88
2016 Q1	$424K	Buy	1,245 +40	+3%	+$12.7K	0.2%	86
2015 Q4	$410K	Hold	1,205	–	–	0.23%	85
2015 Q3	$358K	Buy	+1,205	New	+$389K	0.21%	93

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

MBI

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

Cambridge Advisors's BLK Position: Q2 2026 in Review

Cambridge Advisors held its Blackrock (BLK) position steady in Q2 2026 at 406 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #137.

Cambridge Advisors first reported a position in BLK in Q3 2015 and has held it in 44 quarters since. The position peaked at $869K in Q4 2021. 553 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Cambridge Advisors held 406 shares of Blackrock worth $390K as of Q2 2026.
Cambridge Advisors left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.07% of Cambridge Advisors's portfolio in Q2 2026, its #137 holding.
Cambridge Advisors first reported a position in Blackrock in Q3 2015 and has held it in 44 quarters since.
Cambridge Advisors's Blackrock position peaked at $869K in Q4 2021.
553 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.