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Burling Wealth Partners’s Blackrock BLK Stock Holding History

Burling Wealth Partners’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 		$430K Sell
447
-57
-11% -$60K 0.07% 136
2025
Q4 		$539K Sell
504
-2
-0.4% -$2.19K 0.08% 128
2025
Q3 		$590K Sell
506
-63
-11% -$70.4K 0.1% 120
2025
Q2 		$597K Sell
569
-29
-5% -$27.4K 0.11% 119
2025
Q1 		$566K Sell
598
-25
-4% -$24.5K 0.12% 111
2024
Q4 		$639K Buy
+623
New +$632K 0.13% 111

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

Burling Wealth Partners's BLK Position: Q1 2026 in Review

Burling Wealth Partners reduced its Blackrock (BLK) stake by 11% in Q1 2026, selling an estimated $60K and leaving 447 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #136.

Burling Wealth Partners first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $639K in Q4 2024. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Burling Wealth Partners held 447 shares of Blackrock worth $430K as of Q1 2026.
  • Burling Wealth Partners sold 57 Blackrock shares in Q1 2026, an estimated $60K.
  • Blackrock made up 0.07% of Burling Wealth Partners's portfolio in Q1 2026, its #136 holding.
  • Burling Wealth Partners first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Blackrock position peaked at $639K in Q4 2024.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.