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Baldwin Wealth Partners’s Blackrock BLK Stock Holding History

Baldwin Wealth Partners’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 		$1.31M Sell
1,360
-76
-5% -$78.6K 0.09% 101
2026
Q1 		$1.38M Sell
1,436
-90
-6% -$94.7K 0.1% 96
2025
Q4 		$1.63M Buy
1,526
+95
+7% +$104K 0.1% 94
2025
Q3 		$1.67M Sell
1,431
-65
-4% -$72.7K 0.11% 92
2025
Q2 		$1.57M Sell
1,496
-49
-3% -$46.3K 0.11% 88
2025
Q1 		$1.46M Sell
1,545
-109
-7% -$107K 0.1% 89
2024
Q4 		$1.7M Buy
1,654
+1,418
+601% +$1.44M 0.12% 89
2024
Q3 		$224K Sell
236
-1,156
-83% -$1M 0.02% 313
2024
Q2 		$1.1M Sell
1,392
-124
-8% -$96.7K 0.09% 98
2024
Q1 		$1.26M Sell
1,516
-280
-16% -$225K 0.1% 99
2023
Q4 		$1.46M Sell
1,796
-132
-7% -$92.1K 0.11% 93
2023
Q3 		$1.25M Sell
1,928
-60
-3% -$41.9K 0.11% 99
2023
Q2 		$1.37M Sell
1,988
-41
-2% -$27.5K 0.11% 101
2023
Q1 		$1.36M Sell
2,029
-65
-3% -$45.8K 0.12% 101
2022
Q4 		$1.48M Buy
2,094
+1,849
+755% +$1.23M 0.13% 100
2022
Q3 		$136K Buy
245
+10
+4% +$6.55K 0.02% 207
2022
Q2 		$143K Sell
235
-7
-3% -$4.56K 0.02% 221
2022
Q1 		$185K Buy
242
+7
+3% +$5.47K 0.02% 214
2021
Q4 		$215K Hold
235
– – 0.02% 200
2021
Q3 		$197K Hold
235
– – 0.02% 199
2021
Q2 		$205K Hold
235
– – 0.02% 198
2021
Q1 		$177K Hold
235
– – 0.02% 195
2020
Q4 		$169K Hold
235
– – 0.02% 190
2020
Q3 		$132K Hold
235
– – 0.02% 199
2020
Q2 		$128K Hold
235
– – 0.02% 194
2020
Q1 		$103K Hold
235
– – 0.02% 195
2019
Q4 		$118K Hold
235
– – 0.02% 219
2019
Q3 		$105K Sell
235
-429
-65% -$191K 0.02% 222
2019
Q2 		$311K Buy
664
+9
+1% +$4.07K 0.05% 167
2019
Q1 		$280K Sell
655
-121
-16% -$50.8K 0.04% 179
2018
Q4 		$306K Hold
776
– – 0.05% 157
2018
Q3 		$366K Buy
776
+641
+475% +$312K 0.05% 156
2018
Q2 		$67K Hold
135
– – 0.01% 282
2018
Q1 		$73K Buy
135
+60
+80% +$32.9K 0.01% 259
2017
Q4 		$39K Buy
75
+25
+50% +$12.2K 0.01% 321
2017
Q3 		$22K Hold
50
– – ﹤0.01% 358
2017
Q2 		$21K Hold
50
– – ﹤0.01% 369
2017
Q1 		$19K Sell
50
-100
-67% -$38.3K ﹤0.01% 371
2016
Q4 		$57K Hold
150
– – 0.01% 281
2016
Q3 		$54K Sell
150
-125
-45% -$45.5K 0.01% 292
2016
Q2 		$94K Buy
275
+50
+22% +$17.6K 0.02% 214
2016
Q1 		$77K Buy
+225
New +$71.3K 0.01% 263

Other funds holding BLK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Baldwin Wealth Partners's BLK Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Blackrock (BLK) stake by 5.3% in Q2 2026, selling an estimated $78.6K and leaving 1,360 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #101.

Baldwin Wealth Partners first reported a position in BLK in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.7M in Q4 2024. 1,003 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Baldwin Wealth Partners held 1,360 shares of Blackrock worth $1.31M as of Q2 2026.
  • Baldwin Wealth Partners sold 76 Blackrock shares in Q2 2026, an estimated $78.6K.
  • Blackrock made up 0.09% of Baldwin Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Baldwin Wealth Partners first reported a position in Blackrock in Q1 2016 and has held it in 42 quarters since.
  • Baldwin Wealth Partners's Blackrock position peaked at $1.7M in Q4 2024.
  • 1,003 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.