Calamos Wealth Management’s Blackrock BLK Stock Holding History

Calamos 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	$250K	Sell	260 -8	-3%	-$8.27K	0.01%	401
2026 Q1	$258K	Sell	268 -136	-34%	-$143K	0.01%	471
2025 Q4	$432K	Sell	404 -154	-28%	-$168K	0.01%	292
2025 Q3	$651K	Buy	558 +219	+65%	+$245K	0.02%	233
2025 Q2	$356K	Buy	339 +69	+26%	+$65.2K	0.02%	269
2025 Q1	$256K	Buy	+270	New	+$265K	0.01%	275
2022 Q1	–	Sell	-462	Closed	-$423K	–	337
2021 Q4	$423K	Sell	462 -31	-6%	-$28.3K	0.03%	253
2021 Q3	$413K	Hold	493	–	–	0.03%	244
2021 Q2	$431K	Buy	+493	New	+$416K	0.03%	241

Other funds holding BLK

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Calamos Wealth Management's BLK Position: Q2 2026 in Review

Calamos Wealth Management reduced its Blackrock (BLK) stake by 3% in Q2 2026, selling an estimated $8.27K and leaving 260 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #401.

Calamos Wealth Management first reported a position in BLK in Q2 2021 and has held it in 9 quarters since. The position peaked at $651K in Q3 2025. 1,475 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Calamos Wealth Management held 260 shares of Blackrock worth $250K as of Q2 2026.
Calamos Wealth Management sold 8 Blackrock shares in Q2 2026, an estimated $8.27K.
Blackrock made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #401 holding.
Calamos Wealth Management first reported a position in Blackrock in Q2 2021 and has held it in 9 quarters since.
Calamos Wealth Management's Blackrock position peaked at $651K in Q3 2025.
1,475 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.