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Capstone Wealth Management Group (Oregon)’s Blackrock BLK Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$358K Buy
372
+2
+0.5% +$2.1K 0.22% 83
2025
Q4 		$395K Buy
370
+1
+0.3% +$1.09K 0.24% 76
2025
Q3 		$430K Hold
369
– – 0.27% 70
2025
Q2 		$387K Buy
+369
New +$349K 0.28% 66

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

Capstone Wealth Management Group (Oregon)'s BLK Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Blackrock (BLK) stake by 0.54% in Q1 2026, buying an estimated $2.1K and bringing the position to 372 shares worth $358K. The position accounts for 0.22% of the portfolio, ranked #83.

Capstone Wealth Management Group (Oregon) first reported a position in BLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $430K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 372 shares of Blackrock worth $358K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) bought 2 Blackrock shares in Q1 2026, an estimated $2.1K.
  • Blackrock made up 0.22% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #83 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Blackrock in Q2 2025 and has held it in 4 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Blackrock position peaked at $430K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.