Barlow Wealth Partners’s Blackrock BLK Stock Holding History

Barlow 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	$336K	Hold	339	–	–	0.04%	112
2026 Q1	$357K	Hold	339	–	–	0.04%	101
2025 Q4	$368K	Hold	339	–	–	0.04%	98
2025 Q3	$383K	Hold	339	–	–	0.04%	92
2025 Q2	$363K	Hold	339	–	–	0.04%	92
2025 Q1	$308K	Sell	339 -10	-3%	-$9.8K	0.04%	98
2024 Q4	$354K	Hold	349	–	–	0.04%	95
2024 Q3	$328K	Hold	349	–	–	0.04%	107
2024 Q2	$289K	Hold	349	–	–	0.04%	118
2024 Q1	$266K	Sell	349 -808	-70%	-$649K	0.04%	122
2023 Q4	$939K	Buy	+1,157	New	+$808K	0.13%	67

Other funds holding BLK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Barlow Wealth Partners held its Blackrock (BLK) position steady in Q2 2026 at 339 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #112.

Barlow Wealth Partners first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $939K in Q4 2023. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Barlow Wealth Partners held 339 shares of Blackrock worth $336K as of Q2 2026.
Barlow Wealth Partners left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.04% of Barlow Wealth Partners's portfolio in Q2 2026, its #112 holding.
Barlow Wealth Partners first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Blackrock position peaked at $939K in Q4 2023.
1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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