Cascade Financial Partners’s Blackrock BLK Stock Holding History

Cascade Financial Partners’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 Q1	$296K	Sell	308 -20	-6%	-$21K	0.03%	210
2025 Q4	$351K	Sell	328 -3	-0.9%	-$3.28K	0.04%	188
2025 Q3	$386K	Buy	331 +3	+0.9%	+$3.35K	0.04%	183
2025 Q2	$344K	Sell	328 -60	-15%	-$56.7K	0.04%	191
2025 Q1	$367K	Buy	388 +18	+5%	+$17.6K	0.05%	182
2024 Q4	$379K	Buy	+370	New	+$376K	0.05%	169
2024 Q3	–	Sell	-353	Closed	-$278K	–	239
2024 Q2	$278K	Hold	353	–	–	0.04%	184
2024 Q1	$270K	Buy	+353	New	+$284K	0.04%	188

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cascade Financial Partners's BLK Position: Q1 2026 in Review

Cascade Financial Partners reduced its Blackrock (BLK) stake by 6.1% in Q1 2026, selling an estimated $21K and leaving 308 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #210.

Cascade Financial Partners first reported a position in BLK in Q1 2024 and has held it in 8 quarters since. The position peaked at $386K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Cascade Financial Partners held 308 shares of Blackrock worth $296K as of Q1 2026.
Cascade Financial Partners sold 20 Blackrock shares in Q1 2026, an estimated $21K.
Blackrock made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #210 holding.
Cascade Financial Partners first reported a position in Blackrock in Q1 2024 and has held it in 8 quarters since.
Cascade Financial Partners's Blackrock position peaked at $386K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.