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Beaird Harris Wealth Management’s Blackrock BLK Stock Holding History

Beaird Harris 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 		$182K Buy
189
+65
+52% +$67.2K 0.01% 146
2026
Q1 		$119K Sell
124
-61
-33% -$64.2K 0.01% 173
2025
Q4 		$198K Sell
185
-321
-63% -$351K 0.01% 132
2025
Q3 		$590K Buy
506
+422
+502% +$472K 0.04% 87
2025
Q2 		$88.1K Sell
84
-2
-2% -$1.89K 0.01% 195
2025
Q1 		$81.4K Sell
86
-22
-20% -$21.6K 0.01% 182
2024
Q4 		$111K Hold
108
– – 0.01% 166
2024
Q3 		$103K Sell
108
-9
-8% -$7.79K 0.01% 175
2024
Q2 		$91.8K Buy
117
+1
+0.9% +$780 0.01% 171
2024
Q1 		$96.7K Buy
116
+100
+625% +$80.3K 0.01% 159
2023
Q4 		$13K Hold
16
– – ﹤0.01% 312
2023
Q3 		$10.3K Buy
+16
New +$11.2K ﹤0.01% 268
2023
Q1 		– Sell
-26
Closed -$18.4K – 515
2022
Q4 		$18.4K Buy
+26
New +$17.4K ﹤0.01% 265

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

Beaird Harris Wealth Management's BLK Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Blackrock (BLK) stake by 52% in Q2 2026, buying an estimated $67.2K and bringing the position to 189 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #146.

Beaird Harris Wealth Management first reported a position in BLK in Q4 2022 and has held it in 13 quarters since. The position peaked at $590K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Beaird Harris Wealth Management held 189 shares of Blackrock worth $182K as of Q2 2026.
  • Beaird Harris Wealth Management bought 65 Blackrock shares in Q2 2026, an estimated $67.2K.
  • Blackrock made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Beaird Harris Wealth Management first reported a position in Blackrock in Q4 2022 and has held it in 13 quarters since.
  • Beaird Harris Wealth Management's Blackrock position peaked at $590K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.