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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Tilly Wealth Management's BLK Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Blackrock (BLK) stake by 7.1% in Q2 2026, selling an estimated $31K and leaving 392 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #198.

Baker Tilly Wealth Management first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $803K in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Baker Tilly Wealth Management held 392 shares of Blackrock worth $377K as of Q2 2026.
  • Baker Tilly Wealth Management sold 30 Blackrock shares in Q2 2026, an estimated $31K.
  • Blackrock made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Baker Tilly Wealth Management first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Blackrock position peaked at $803K in Q4 2021.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.