Alvarez & Marsal Private Wealth Partners’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
$211K Sell
219
-182
-45% -$188K 0.03% 103
2026
Q1
$386K Buy
401
+182
+83% +$191K 0.05% 98
2025
Q4
$234K Buy
+219
New +$239K 0.05% 82

Other funds holding BLK

Alvarez & Marsal Private Wealth Partners's BLK Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Blackrock (BLK) stake by 45% in Q2 2026, selling an estimated $188K and leaving 219 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #103.

Alvarez & Marsal Private Wealth Partners first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 219 shares of Blackrock worth $211K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 182 Blackrock shares in Q2 2026, an estimated $188K.
  • Blackrock made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Blackrock position peaked at $386K in Q1 2026.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.