AEPWM
BLK icon

Atlantic Edge Private Wealth Management’s Blackrock BLK Stock Holding History

Atlantic Edge Private 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 		$20.2K Hold
21
– – ﹤0.01% 348
2026
Q1 		$20.2K Hold
21
– – 0.01% 317
2025
Q4 		$22.5K Sell
21
-5
-19% -$5.47K 0.01% 300
2025
Q3 		$30.3K Sell
26
-1
-4% -$1.12K 0.01% 262
2025
Q2 		$28.3K Hold
27
– – 0.01% 254
2025
Q1 		$25.6K Hold
27
– – 0.01% 253
2024
Q4 		$27.7K Hold
27
– – 0.01% 242
2024
Q3 		$25.6K Buy
27
+16
+145% +$13.8K 0.01% 242
2024
Q2 		$8.66K Hold
11
– – ﹤0.01% 327
2024
Q1 		$9.17K Buy
+11
New +$8.84K ﹤0.01% 324

Other funds holding BLK

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
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
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BLK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Blackrock (BLK) position steady in Q2 2026 at 21 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Atlantic Edge Private Wealth Management first reported a position in BLK in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.3K in Q3 2025. 944 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 21 shares of Blackrock worth $20.2K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Blackrock in Q1 2024 and has held it in 10 quarters since.
  • Atlantic Edge Private Wealth Management's Blackrock position peaked at $30.3K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.