CarsonAllaria Wealth Management’s Blackrock BLK Stock Holding History

CarsonAllaria 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 Q1	–	Sell	-308	Closed	-$330K	–	70
2025 Q4	$330K	Sell	308 -12	-4%	-$13.1K	0.16%	46
2025 Q3	$373K	Sell	320 -3	-0.9%	-$3.35K	0.19%	42
2025 Q2	$339K	Buy	323 +1	+0.3%	+$946	0.18%	43
2025 Q1	$305K	Buy	322 +1	+0.3%	+$980	0.18%	45
2024 Q4	$330K	Buy	+321	New	+$326K	0.19%	43
2024 Q3	–	Sell	-364	Closed	-$287K	–	399
2024 Q2	$287K	Sell	364 -29	-7%	-$22.6K	0.18%	48
2024 Q1	$328K	Buy	393 +82	+26%	+$65.9K	0.21%	44
2023 Q4	$253K	Sell	311 -8	-3%	-$5.58K	0.18%	54
2023 Q3	$206K	Sell	319 -7	-2%	-$4.89K	0.17%	57
2023 Q2	$226K	Hold	326	–	–	0.18%	60
2023 Q1	$219K	Buy	326 +1	+0.3%	+$704	0.18%	63
2022 Q4	$230K	Sell	325 -9	-3%	-$6.01K	0.2%	60
2022 Q3	$184K	Buy	334 +3	+0.9%	+$1.96K	0.17%	66
2022 Q2	$202K	Buy	331 +86	+35%	+$56K	0.19%	64
2022 Q1	$187K	Buy	245 +14	+6%	+$10.9K	0.17%	66
2021 Q4	$212K	Buy	+231	New	+$211K	0.19%	62

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CarsonAllaria Wealth Management's BLK Position: Q1 2026 in Review

CarsonAllaria Wealth Management sold out of Blackrock (BLK) in Q1 2026, closing a stake of 308 shares — an estimated $330K sold.

CarsonAllaria Wealth Management first reported a position in BLK in Q4 2021 and held it in 16 quarters. The position peaked at $373K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

CarsonAllaria Wealth Management reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
CarsonAllaria Wealth Management sold 308 Blackrock shares in Q1 2026, an estimated $330K.
CarsonAllaria Wealth Management first reported a position in Blackrock in Q4 2021 and held it in 16 quarters.
CarsonAllaria Wealth Management's Blackrock position peaked at $373K in Q3 2025.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.