Belpointe Asset Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.99M Sell
2,071
-115
-5% -$121K 0.07% 242
2025
Q4
$2.34M Sell
2,186
-21
-1% -$23K 0.08% 198
2025
Q3
$2.57M Buy
2,207
+53
+2% +$59.3K 0.1% 174
2025
Q2
$2.26M Buy
2,154
+64
+3% +$60.5K 0.09% 184
2025
Q1
$1.98M Buy
2,090
+96
+5% +$94.1K 0.1% 180
2024
Q4
$1.8M Sell
1,994
-3
-0.2% -$3.04K 0.11% 187
2024
Q3
$1.9M Buy
1,997
+76
+4% +$65.8K 0.11% 182
2024
Q2
$1.51M Buy
1,921
+59
+3% +$46K 0.11% 191
2024
Q1
$1.55M Sell
1,862
-233
-11% -$187K 0.12% 169
2023
Q4
$1.7M Buy
2,095
+161
+8% +$112K 0.15% 137
2023
Q3
$1.25M Sell
1,934
-481
-20% -$336K 0.13% 160
2023
Q2
$1.67M Sell
2,415
-122
-5% -$81.7K 0.18% 116
2023
Q1
$1.7M Buy
2,537
+260
+11% +$183K 0.09% 232
2022
Q4
$1.61M Sell
2,277
-877
-28% -$586K 0.1% 209
2022
Q3
$1.21M Buy
3,154
+992
+46% +$649K 0.08% 251
2022
Q2
$1.32M Buy
2,162
+785
+57% +$511K 0.09% 233
2022
Q1
$1.05M Buy
1,377
+186
+16% +$145K 0.06% 318
2021
Q4
$1.09M Buy
1,191
+75
+7% +$68.4K 0.07% 295
2021
Q3
$936K Buy
1,116
+319
+40% +$286K 0.06% 323
2021
Q2
$697K Sell
797
-1,853
-70% -$1.57M 0.05% 394
2021
Q1
$2M Buy
2,650
+2,264
+587% +$1.64M 0.17% 127
2020
Q4
$278K Buy
386
+73
+23% +$48.4K 0.03% 581
2020
Q3
$176K Sell
313
-16
-5% -$9.13K 0.02% 589
2020
Q2
$179K Buy
329
+80
+32% +$40.4K 0.02% 555
2020
Q1
$110K Sell
249
-250
-50% -$123K 0.02% 584
2019
Q4
$251K Buy
499
+43
+9% +$20.4K 0.03% 479
2019
Q3
$203K Sell
456
-5
-1% -$2.23K 0.03% 469
2019
Q2
$217K Sell
461
-991
-68% -$448K 0.04% 392
2019
Q1
$620K Buy
1,452
+993
+216% +$417K 0.12% 135
2018
Q4
$180K Sell
459
-169
-27% -$69.2K 0.05% 355
2018
Q3
$296K Buy
+628
New +$305K 0.05% 363

Other funds holding BLK

Belpointe Asset Management's BLK Position: Q1 2026 in Review

Belpointe Asset Management reduced its Blackrock (BLK) stake by 5.3% in Q1 2026, selling an estimated $121K and leaving 2,071 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #242.

Belpointe Asset Management first reported a position in BLK in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.57M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Belpointe Asset Management held 2,071 shares of Blackrock worth $1.99M as of Q1 2026.
  • Belpointe Asset Management sold 115 Blackrock shares in Q1 2026, an estimated $121K.
  • Blackrock made up 0.07% of Belpointe Asset Management's portfolio in Q1 2026, its #242 holding.
  • Belpointe Asset Management first reported a position in Blackrock in Q3 2018 and has held it in 31 quarters since.
  • Belpointe Asset Management's Blackrock position peaked at $2.57M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.