AW
BLK icon

Alteri Wealth’s Blackrock BLK Stock Holding History

Alteri Wealth’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 		$973K Sell
1,012
-637
-39% -$659K 0.27% 89
2026
Q1 		$1.59M Buy
1,649
+85
+5% +$89.4K 0.51% 34
2025
Q4 		$1.67M Buy
1,564
+185
+13% +$202K 0.54% 30
2025
Q3 		$1.61M Sell
1,379
-3
-0.2% -$3.35K 0.55% 30
2025
Q2 		$1.45M Buy
1,382
+40
+3% +$37.8K 0.56% 33
2025
Q1 		$1.27M Sell
1,342
-160
-11% -$157K 0.56% 38
2024
Q4 		$1.54M Buy
+1,502
New +$1.52M 0.43% 32

Other funds holding BLK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alteri Wealth's BLK Position: Q2 2026 in Review

Alteri Wealth reduced its Blackrock (BLK) stake by 39% in Q2 2026, selling an estimated $659K and leaving 1,012 shares worth $973K. The position accounts for 0.27% of the portfolio, ranked #89.

Alteri Wealth first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Alteri Wealth held 1,012 shares of Blackrock worth $973K as of Q2 2026.
  • Alteri Wealth sold 637 Blackrock shares in Q2 2026, an estimated $659K.
  • Blackrock made up 0.27% of Alteri Wealth's portfolio in Q2 2026, its #89 holding.
  • Alteri Wealth first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Blackrock position peaked at $1.67M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.