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Cassaday & Co Wealth Management’s Blackrock BLK Stock Holding History

Cassaday & Co Wealth Management’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 		$82.7K Sell
86
-5
-5% -$5.17K ﹤0.01% 525
2026
Q1 		$87.5K Buy
+91
New +$95.7K ﹤0.01% 488

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's BLK Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Blackrock (BLK) stake by 5.5% in Q2 2026, selling an estimated $5.17K and leaving 86 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Cassaday & Co Wealth Management first reported a position in BLK in Q1 2026 and has held it in 2 quarters since. The position peaked at $87.5K in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Cassaday & Co Wealth Management held 86 shares of Blackrock worth $82.7K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 5 Blackrock shares in Q2 2026, an estimated $5.17K.
  • Blackrock made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Cassaday & Co Wealth Management first reported a position in Blackrock in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Blackrock position peaked at $87.5K in Q1 2026.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.