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Bestgate Wealth Advisors’s Blackrock BLK Stock Holding History

Bestgate Wealth Advisors’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
Q1 		$242K Sell
252
-7
-3% -$7.37K 0.44% 45
2025
Q4 		$277K Sell
259
-12
-4% -$13.1K 0.49% 41
2025
Q3 		$316K Buy
271
+12
+5% +$13.4K 0.56% 41
2025
Q2 		$245K Hold
259
– – 0.51% 46
2025
Q1 		$245K Hold
259
– – 0.51% 46
2024
Q4 		$265K Buy
+259
New +$263K 0.53% 44

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bestgate Wealth Advisors's BLK Position: Q1 2026 in Review

Bestgate Wealth Advisors reduced its Blackrock (BLK) stake by 2.7% in Q1 2026, selling an estimated $7.37K and leaving 252 shares worth $242K. The position accounts for 0.44% of the portfolio, ranked #45.

Bestgate Wealth Advisors first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $316K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Bestgate Wealth Advisors held 252 shares of Blackrock worth $242K as of Q1 2026.
  • Bestgate Wealth Advisors sold 7 Blackrock shares in Q1 2026, an estimated $7.37K.
  • Blackrock made up 0.44% of Bestgate Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Bestgate Wealth Advisors first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Bestgate Wealth Advisors's Blackrock position peaked at $316K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.