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Brandywine Oak Private Wealth’s Blackrock BLK Stock Holding History

Brandywine Oak 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 		$1.03M Sell
1,069
-4
-0.4% -$4.14K 0.08% 113
2026
Q1 		$1.03M Sell
1,073
-70
-6% -$73.6K 0.09% 107
2025
Q4 		$1.22M Hold
1,143
– – 0.1% 94
2025
Q3 		$1.33M Hold
1,143
– – 0.12% 89
2025
Q2 		$1.2M Sell
1,143
-11
-1% -$10.4K 0.11% 92
2025
Q1 		$1.09M Sell
1,154
-8
-0.7% -$7.84K 0.11% 94
2024
Q4 		$1.19M Buy
1,162
+561
+93% +$569K 0.12% 92
2024
Q3 		$571K Hold
601
– – 0.06% 139
2024
Q2 		$473K Hold
601
– – 0.05% 153
2024
Q1 		$501K Hold
601
– – 0.05% 148
2023
Q4 		$488K Hold
601
– – 0.05% 149
2023
Q3 		$389K Buy
601
+6
+1% +$4.19K 0.05% 160
2023
Q2 		$411K Sell
595
-15
-2% -$10K 0.05% 171
2023
Q1 		$408K Hold
610
– – 0.05% 170
2022
Q4 		$432K Hold
610
– – 0.05% 166
2022
Q3 		$335K Sell
610
-1,014
-62% -$664K 0.05% 190
2022
Q2 		$989K Hold
1,624
– – 0.13% 108
2022
Q1 		$1.24M Sell
1,624
-58
-3% -$45.3K 0.14% 106
2021
Q4 		$1.54M Sell
1,682
-50
-3% -$45.6K 0.17% 95
2021
Q3 		$1.45M Sell
1,732
-84
-5% -$75.3K 0.17% 93
2021
Q2 		$1.59M Buy
1,816
+1,145
+171% +$967K 0.19% 85
2021
Q1 		$505K Buy
671
+30
+5% +$21.8K 0.07% 150
2020
Q4 		$462K Hold
641
– – 0.07% 152
2020
Q3 		$361K Sell
641
-4
-0.6% -$2.28K 0.06% 168
2020
Q2 		$350K Sell
645
-11
-2% -$5.55K 0.06% 166
2020
Q1 		$288K Buy
656
+145
+28% +$71.4K 0.06% 164
2019
Q4 		$256K Sell
511
-6
-1% -$2.85K 0.05% 209
2019
Q3 		$230K Hold
517
– – 0.04% 208
2019
Q2 		$242K Buy
517
+2
+0.4% +$905 0.05% 193
2019
Q1 		$220K Hold
515
– – 0.05% 196
2018
Q4 		$202K Buy
+515
New +$211K 0.05% 196

Other funds holding BLK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Brandywine Oak Private Wealth's BLK Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Blackrock (BLK) stake by 0.37% in Q2 2026, selling an estimated $4.14K and leaving 1,069 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #113.

Brandywine Oak Private Wealth first reported a position in BLK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.59M in Q2 2021. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Brandywine Oak Private Wealth held 1,069 shares of Blackrock worth $1.03M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 4 Blackrock shares in Q2 2026, an estimated $4.14K.
  • Blackrock made up 0.08% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #113 holding.
  • Brandywine Oak Private Wealth first reported a position in Blackrock in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Blackrock position peaked at $1.59M in Q2 2021.
  • 1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.