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Burton Enright Welch’s Blackrock BLK Stock Holding History

Burton Enright Welch’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 		$236K Buy
245
+28
+13% +$29K 0.03% 129
2026
Q1 		$209K Buy
217
+14
+7% +$14.7K 0.03% 132
2025
Q4 		$217K Hold
203
– – 0.03% 121
2025
Q3 		$237K Buy
+203
New +$227K 0.04% 117

Other funds holding BLK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Burton Enright Welch's BLK Position: Q2 2026 in Review

Burton Enright Welch increased its Blackrock (BLK) stake by 13% in Q2 2026, buying an estimated $29K and bringing the position to 245 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #129.

Burton Enright Welch first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $237K in Q3 2025. 1,374 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Burton Enright Welch held 245 shares of Blackrock worth $236K as of Q2 2026.
  • Burton Enright Welch bought 28 Blackrock shares in Q2 2026, an estimated $29K.
  • Blackrock made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #129 holding.
  • Burton Enright Welch first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • Burton Enright Welch's Blackrock position peaked at $237K in Q3 2025.
  • 1,374 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.