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 Q2	$280K	Sell	291 -17	-6%	-$17.6K	0.02%	234
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cascade Financial Partners's BLK Position: Q2 2026 in Review

Cascade Financial Partners reduced its Blackrock (BLK) stake by 5.5% in Q2 2026, selling an estimated $17.6K and leaving 291 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #234.

Cascade Financial Partners first reported a position in BLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $386K in Q3 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Cascade Financial Partners held 291 shares of Blackrock worth $280K as of Q2 2026.
Cascade Financial Partners sold 17 Blackrock shares in Q2 2026, an estimated $17.6K.
Blackrock made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #234 holding.
Cascade Financial Partners first reported a position in Blackrock in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Blackrock position peaked at $386K in Q3 2025.
2,334 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.