Blue Bell Private Wealth Management’s Blackrock BLK Stock Holding History

Blue Bell Private 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	$41.3K	Hold	43	–	–	0.01%	443
2026 Q1	$41.4K	Buy	43 +4	+10%	+$4.21K	0.01%	429
2025 Q4	$41.7K	Hold	39	–	–	0.01%	425
2025 Q3	$45.5K	Buy	39 +19	+95%	+$21.2K	0.01%	412
2025 Q2	$21K	Sell	20 -45	-69%	-$42.6K	﹤0.01%	468
2025 Q1	$61.5K	Buy	65 +11	+20%	+$10.8K	0.01%	352
2024 Q4	$55.4K	Sell	54 -4	-7%	-$4.06K	0.01%	346
2024 Q3	$55.1K	Buy	58 +8	+16%	+$6.92K	0.01%	346
2024 Q2	$39.4K	Buy	50 +3	+6%	+$2.34K	0.01%	379
2024 Q1	$39.2K	Sell	47 -2	-4%	-$1.61K	0.01%	382
2023 Q4	$39.8K	Buy	49 +24	+96%	+$16.8K	0.01%	355
2023 Q3	$16.2K	Buy	25 +2	+9%	+$1.4K	﹤0.01%	379
2023 Q2	$15.9K	Hold	23	–	–	﹤0.01%	373
2023 Q1	$15.4K	Hold	23	–	–	﹤0.01%	341
2022 Q4	$16.3K	Hold	23	–	–	0.01%	331
2022 Q3	$13K	Hold	23	–	–	﹤0.01%	346
2022 Q2	$14K	Hold	23	–	–	﹤0.01%	348
2022 Q1	$18K	Hold	23	–	–	0.01%	335
2021 Q4	$21K	Buy	+23	New	+$21K	0.01%	299

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

Blue Bell Private Wealth Management's BLK Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Blackrock (BLK) position steady in Q2 2026 at 43 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #443.

Blue Bell Private Wealth Management first reported a position in BLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $61.5K in Q1 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Blue Bell Private Wealth Management held 43 shares of Blackrock worth $41.3K as of Q2 2026.
Blue Bell Private Wealth Management left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #443 holding.
Blue Bell Private Wealth Management first reported a position in Blackrock in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Blackrock position peaked at $61.5K in Q1 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.