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Badgley Phelps Wealth Managers’s Blackrock BLK Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.41M Sell
1,466
-92
-6% -$96.8K 0.03% 183
2025
Q4 		$1.67M Buy
1,558
+123
+9% +$134K 0.03% 172
2025
Q3 		$1.67M Sell
1,435
-27
-2% -$30.2K 0.04% 158
2025
Q2 		$1.53M Sell
1,462
-26
-2% -$24.6K 0.03% 161
2025
Q1 		$1.41M Sell
1,488
-77
-5% -$75.5K 0.03% 163
2024
Q4 		$1.6M Sell
1,565
-5
-0.3% -$5.08K 0.04% 154
2024
Q3 		$1.49M Buy
1,570
+664
+73% +$575K 0.03% 158
2024
Q2 		$713K Sell
906
-21
-2% -$16.4K 0.02% 180
2024
Q1 		$773K Buy
927
+9
+1% +$7.23K 0.02% 177
2023
Q4 		$745K Buy
918
+43
+5% +$30K 0.02% 174
2023
Q3 		$566K Buy
875
+40
+5% +$27.9K 0.02% 165
2023
Q2 		$577K Sell
835
-29
-3% -$19.4K 0.02% 174
2023
Q1 		$578K Buy
864
+86
+11% +$60.6K 0.02% 148
2022
Q4 		$552K Buy
778
+31
+4% +$20.7K 0.02% 148
2022
Q3 		$411K Sell
747
-20
-3% -$13.1K 0.02% 146
2022
Q2 		$467K Buy
767
+1
+0.1% +$651 0.02% 147
2022
Q1 		$586K Sell
766
-6
-0.8% -$4.69K 0.02% 148
2021
Q4 		$707K Sell
772
-15
-2% -$13.7K 0.02% 147
2021
Q3 		$660K Buy
+787
New +$705K 0.02% 144

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

Badgley Phelps Wealth Managers's BLK Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Blackrock (BLK) stake by 5.9% in Q1 2026, selling an estimated $96.8K and leaving 1,466 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #183.

Badgley Phelps Wealth Managers first reported a position in BLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.67M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Badgley Phelps Wealth Managers held 1,466 shares of Blackrock worth $1.41M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 92 Blackrock shares in Q1 2026, an estimated $96.8K.
  • Blackrock made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #183 holding.
  • Badgley Phelps Wealth Managers first reported a position in Blackrock in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Blackrock position peaked at $1.67M in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.