Beverly Hills Private Wealth’s Blackrock BLK Stock Holding History

Beverly Hills Private Wealth’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	$1.75M	Sell	1,817 -1,539	-46%	-$1.59M	0.33%	78
2026 Q1	$3.23M	Sell	3,356 -5	-0.1%	-$5.26K	0.54%	54
2025 Q4	$3.6M	Sell	3,361 -266	-7%	-$291K	0.62%	43
2025 Q3	$4.23M	Sell	3,627 -473	-12%	-$529K	0.75%	31
2025 Q2	$4.3M	Buy	4,100 +12	+0.3%	+$11.3K	0.81%	26
2025 Q1	$3.87M	Buy	4,088 +6	+0.1%	+$5.88K	0.77%	29
2024 Q4	$4.18M	Buy	+4,082	New	+$4.14M	0.85%	25
2024 Q3	–	Sell	-4,981	Closed	-$3.92M	–	342
2024 Q2	$3.92M	Buy	4,981 +258	+5%	+$201K	0.85%	28
2024 Q1	$3.94M	Buy	4,723 +13	+0.3%	+$10.4K	0.91%	22
2023 Q4	$3.82M	Buy	4,710 +56	+1%	+$39.1K	1%	20
2023 Q3	$3.01M	Sell	4,654 -3,813	-45%	-$2.66M	0.9%	25
2023 Q2	$6.01M	Buy	8,467 +4,098	+94%	+$2.74M	0.99%	22
2023 Q1	$2.92M	Buy	4,369 +667	+18%	+$470K	0.91%	27
2022 Q4	$2.62M	Buy	+3,702	New	+$2.47M	1.15%	20

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beverly Hills Private Wealth's BLK Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Blackrock (BLK) stake by 46% in Q2 2026, selling an estimated $1.59M and leaving 1,817 shares worth $1.75M. The position accounts for 0.33% of the portfolio, ranked #78.

Beverly Hills Private Wealth first reported a position in BLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.01M in Q2 2023. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Beverly Hills Private Wealth held 1,817 shares of Blackrock worth $1.75M as of Q2 2026.
Beverly Hills Private Wealth sold 1,539 Blackrock shares in Q2 2026, an estimated $1.59M.
Blackrock made up 0.33% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #78 holding.
Beverly Hills Private Wealth first reported a position in Blackrock in Q4 2022 and has held it in 14 quarters since.
Beverly Hills Private Wealth's Blackrock position peaked at $6.01M in Q2 2023.
2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.