AWM
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AE Wealth Management’s Blackrock BLK Stock Holding History

AE 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
2018
Q4 		– Sell
-1,000
Closed -$9K – 491
2018
Q3 		$9K Buy
+1,000
New +$486K ﹤0.01% 596

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's BLK Position: Q1 2026 in Review

AE Wealth Management increased its Blackrock (BLK) stake by 14% in Q1 2026, buying an estimated $379K and bringing the position to 2,967 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #545.

AE Wealth Management first reported a position in BLK in Q3 2017 and has held it in 34 quarters since. The position peaked at $4.91M in Q4 2023. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • AE Wealth Management held 2,967 shares of Blackrock worth $2.85M as of Q1 2026.
  • AE Wealth Management bought 360 Blackrock shares in Q1 2026, an estimated $379K.
  • Blackrock made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #545 holding.
  • AE Wealth Management first reported a position in Blackrock in Q3 2017 and has held it in 34 quarters since.
  • AE Wealth Management's Blackrock position peaked at $4.91M in Q4 2023.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

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