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Cherry Tree Wealth Management’s Blackrock BLK Stock Holding History

Cherry Tree 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
Q1 		$10.6K Hold
11
– – ﹤0.01% 418
2025
Q4 		$11.8K Hold
11
– – ﹤0.01% 410
2025
Q3 		$12.8K Hold
11
– – ﹤0.01% 382
2025
Q2 		$11.5K Sell
11
-2
-15% -$1.89K ﹤0.01% 395
2025
Q1 		$12.3K Buy
13
+11
+550% +$10.8K ﹤0.01% 397
2024
Q4 		$2.05K Hold
2
– – ﹤0.01% 541
2024
Q3 		$1.9K Hold
2
– – ﹤0.01% 538
2024
Q2 		$1.57K Hold
2
– – ﹤0.01% 525
2024
Q1 		$1.67K Hold
2
– – ﹤0.01% 518
2023
Q4 		$1.62K Hold
2
– – ﹤0.01% 520
2023
Q3 		$1.29K Hold
2
– – ﹤0.01% 516
2023
Q2 		$1.38K Buy
+2
New +$1.34K ﹤0.01% 517

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Cherry Tree Wealth Management's BLK Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Blackrock (BLK) position steady in Q1 2026 at 11 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Cherry Tree Wealth Management first reported a position in BLK in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.8K in Q3 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Cherry Tree Wealth Management held 11 shares of Blackrock worth $10.6K as of Q1 2026.
  • Cherry Tree Wealth Management left its Blackrock share count unchanged in Q1 2026.
  • Blackrock made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #418 holding.
  • Cherry Tree Wealth Management first reported a position in Blackrock in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Blackrock position peaked at $12.8K in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.