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Affinity Wealth Management’s Blackrock BLK Stock Holding History

Affinity 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 		– Sell
-219
Closed -$211K – 115
2026
Q1 		$211K Sell
219
-15
-6% -$15.8K 0.03% 99
2025
Q4 		$250K Sell
234
-2
-0.8% -$2.19K 0.04% 91
2025
Q3 		$275K Buy
+236
New +$264K 0.04% 83

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

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

Affinity Wealth Management sold out of Blackrock (BLK) in Q2 2026, closing a stake of 219 shares — an estimated $211K sold.

Affinity Wealth Management first reported a position in BLK in Q3 2025 and held it in 3 quarters. The position peaked at $275K in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Affinity Wealth Management reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Affinity Wealth Management sold 219 Blackrock shares in Q2 2026, an estimated $211K.
  • Affinity Wealth Management first reported a position in Blackrock in Q3 2025 and held it in 3 quarters.
  • Affinity Wealth Management's Blackrock position peaked at $275K in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.