Mascoma Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $88.5K | Hold |
92
| – | – | 0.02% | 145 |
|
|
2026
Q1 | $88.5K | Buy |
92
+4
| +5% | +$4.21K | 0.02% | 144 |
|
|
2025
Q4 | $94.2K | Hold |
88
| – | – | 0.02% | 137 |
|
|
2025
Q3 | $103K | Hold |
88
| – | – | 0.02% | 136 |
|
|
2025
Q2 | $92.3K | Hold |
88
| – | – | 0.02% | 141 |
|
|
2025
Q1 | $83.3K | Sell |
88
-39
| -31% | -$38.2K | 0.02% | 148 |
|
|
2024
Q4 | $130K | Buy |
127
+11
| +9% | +$11.2K | 0.03% | 118 |
|
|
2024
Q3 | $110K | Hold |
116
| – | – | 0.03% | 134 |
|
|
2024
Q2 | $91.3K | Buy |
116
+39
| +51% | +$30.4K | 0.02% | 146 |
|
|
2024
Q1 | $64.2K | Hold |
77
| – | – | 0.02% | 164 |
|
|
2023
Q4 | $62.5K | Hold |
77
| – | – | 0.02% | 172 |
|
|
2023
Q3 | $49.8K | Buy |
77
+7
| +10% | +$4.89K | 0.02% | 196 |
|
|
2023
Q2 | $48.8K | Sell |
70
-70
| -50% | -$46.9K | 0.02% | 195 |
|
|
2023
Q1 | $93.9K | Sell |
140
-10
| -7% | -$7.04K | 0.03% | 169 |
|
|
2022
Q4 | $106K | Buy |
150
+1
| +0.7% | +$668 | 0.03% | 157 |
|
|
2022
Q3 | $82K | Hold |
149
| – | – | 0.03% | 180 |
|
|
2022
Q2 | $91K | Buy |
149
+1
| +0.7% | +$651 | 0.03% | 177 |
|
|
2022
Q1 | $113K | Buy |
148
+26
| +21% | +$20.3K | 0.04% | 169 |
|
|
2021
Q4 | $112K | Hold |
122
| – | – | 0.04% | 154 |
|
|
2021
Q3 | $102K | Buy |
+122
| New | +$109K | 0.04% | 153 |
|
|
2021
Q2 | – | Sell |
-85
| Closed | -$64K | – | 141 |
|
|
2021
Q1 | $64K | Buy |
+85
| New | +$61.7K | 0.03% | 183 |
|
|
2019
Q3 | – | Sell |
-48
| Closed | -$23K | – | 110 |
|
|
2019
Q2 | $23K | Hold |
48
| – | – | 0.01% | 219 |
|
|
2019
Q1 | $21K | Sell |
48
-77
| -62% | -$32.3K | 0.01% | 216 |
|
|
2018
Q4 | $49K | Hold |
125
| – | – | 0.04% | 142 |
|
|
2018
Q3 | $59K | Hold |
125
| – | – | 0.04% | 152 |
|
|
2018
Q2 | $62K | Hold |
125
| – | – | 0.04% | 140 |
|
|
2018
Q1 | $68K | Hold |
125
| – | – | 0.04% | 129 |
|
|
2017
Q4 | $69K | Buy |
125
+80
| +178% | +$38.9K | 0.04% | 128 |
|
|
2017
Q3 | $20K | Hold |
45
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $19K | Hold |
45
| – | – | 0.01% | 241 |
|
|
2017
Q1 | $17K | Hold |
45
| – | – | 0.01% | 227 |
|
|
2016
Q4 | $17K | Buy |
+45
| New | +$16.5K | 0.01% | 231 |
|
Other funds holding BLK
Mascoma Wealth Management's BLK Position: Q2 2026 in Review
Mascoma Wealth Management held its Blackrock (BLK) position steady in Q2 2026 at 92 shares worth $88.5K. The position accounts for 0.02% of the portfolio, ranked #145.
Mascoma Wealth Management first reported a position in BLK in Q4 2016 and has held it in 32 quarters since. The position peaked at $130K in Q4 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Mascoma Wealth Management held 92 shares of Blackrock worth $88.5K as of Q2 2026.
- Mascoma Wealth Management left its Blackrock share count unchanged in Q2 2026.
- Blackrock made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #145 holding.
- Mascoma Wealth Management first reported a position in Blackrock in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Blackrock position peaked at $130K in Q4 2024.
- 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.