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Asset Planning Inc’s Blackrock BLK Stock Holding History

Asset Planning Inc’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
Q1 		$85.6K Hold
89
– – 0.06% 122
2025
Q4 		$95.3K Hold
89
– – 0.07% 112
2025
Q3 		$104K Hold
89
– – 0.08% 109
2025
Q2 		$93.4K Hold
89
– – 0.07% 110
2025
Q1 		$84.2K Hold
89
– – 0.07% 113
2024
Q4 		$91.2K Buy
+89
New +$90.3K 0.07% 110

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

Asset Planning Inc's BLK Position: Q1 2026 in Review

Asset Planning Inc held its Blackrock (BLK) position steady in Q1 2026 at 89 shares worth $85.6K. The position accounts for 0.06% of the portfolio, ranked #122.

Asset Planning Inc first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $104K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Asset Planning Inc held 89 shares of Blackrock worth $85.6K as of Q1 2026.
  • Asset Planning Inc left its Blackrock share count unchanged in Q1 2026.
  • Blackrock made up 0.06% of Asset Planning Inc's portfolio in Q1 2026, its #122 holding.
  • Asset Planning Inc first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Blackrock position peaked at $104K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.