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Baker Tilly Wealth Management’s Blackrock BLK Stock Holding History

Baker Tilly 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
Q3 		$415K Hold
392
– – 0.08% 185
2026
Q2 		$377K Sell
392
-30
-7% -$31K 0.08% 198
2026
Q1 		$406K Buy
422
+19
+5% +$20K 0.1% 174
2025
Q4 		$431K Hold
403
– – 0.11% 175
2025
Q3 		$470K Buy
403
+14
+4% +$15.7K 0.11% 159
2025
Q2 		$408K Buy
389
+2
+0.5% +$1.89K 0.15% 148
2025
Q1 		$366K Buy
387
+4
+1% +$3.92K 0.14% 156
2024
Q4 		$393K Sell
383
-1
-0.3% -$1.01K 0.15% 148
2024
Q3 		$365K Sell
384
-9
-2% -$7.79K 0.16% 149
2024
Q2 		$309K Sell
393
-88
-18% -$68.7K 0.13% 196
2024
Q1 		$401K Buy
481
+30
+7% +$24.1K 0.07% 299
2023
Q4 		$366K Sell
451
-10
-2% -$6.98K 0.06% 354
2023
Q3 		$298K Sell
461
-242
-34% -$169K 0.05% 368
2023
Q2 		$486K Sell
703
-8
-1% -$5.36K 0.05% 343
2023
Q1 		$476K Sell
711
-6
-0.8% -$4.23K 0.05% 347
2022
Q4 		$508K Buy
717
+49
+7% +$32.7K 0.06% 321
2022
Q3 		$368K Sell
668
-28
-4% -$18.3K 0.05% 368
2022
Q2 		$424K Sell
696
-1
-0.1% -$651 0.06% 347
2022
Q1 		$533K Sell
697
-180
-21% -$141K 0.06% 332
2021
Q4 		$803K Buy
877
+84
+11% +$76.7K 0.09% 255
2021
Q3 		$665K Buy
793
+202
+34% +$181K 0.09% 257
2021
Q2 		$517K Sell
591
-232
-28% -$196K 0.08% 268
2021
Q1 		$621K Buy
823
+180
+28% +$131K 0.13% 200
2020
Q4 		$464K Buy
+643
New +$426K 0.14% 159

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Baker Tilly Wealth Management's BLK Position: Q3 2026 in Review

Baker Tilly Wealth Management held its Blackrock (BLK) position steady in Q3 2026 at 392 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #185.

Baker Tilly Wealth Management first reported a position in BLK in Q4 2020 and has held it in 24 quarters since. The position peaked at $803K in Q4 2021. 125 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Baker Tilly Wealth Management held 392 shares of Blackrock worth $415K as of Q3 2026.
  • Baker Tilly Wealth Management left its Blackrock share count unchanged in Q3 2026.
  • Blackrock made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Baker Tilly Wealth Management first reported a position in Blackrock in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Blackrock position peaked at $803K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.