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 $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 $3.38T AUM 44.17% 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

AE Wealth Management's BLK Position: Q2 2026 in Review

AE Wealth Management increased its Blackrock (BLK) stake by 6.2% in Q2 2026, buying an estimated $191K and bringing the position to 3,152 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #549.

AE Wealth Management first reported a position in BLK in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.91M in Q4 2023. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • AE Wealth Management held 3,152 shares of Blackrock worth $3.03M as of Q2 2026.
  • AE Wealth Management bought 185 Blackrock shares in Q2 2026, an estimated $191K.
  • Blackrock made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #549 holding.
  • AE Wealth Management first reported a position in Blackrock in Q3 2017 and has held it in 35 quarters since.
  • AE Wealth Management's Blackrock position peaked at $4.91M in Q4 2023.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.