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BLK icon

Clearstead Trust’s Blackrock BLK Stock Holding History

Clearstead Trust’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 		$58.3K Hold
61
– – 0.01% 308
2026
Q1 		$58.3K Hold
61
– – 0.01% 300
2025
Q4 		$64.9K Sell
61
-3
-5% -$3.28K 0.01% 297
2025
Q3 		$74.2K Hold
64
– – 0.01% 273
2025
Q2 		$66.7K Buy
64
+14
+28% +$13.2K 0.01% 280
2025
Q1 		$47.7K Sell
50
-10
-17% -$9.8K 0.01% 277
2024
Q4 		$61.5K Hold
60
– – 0.01% 244
2024
Q3 		$57K Buy
60
+4
+7% +$3.46K 0.01% 234
2024
Q2 		$44.1K Sell
56
-4
-7% -$3.12K 0.01% 246
2024
Q1 		$50K Buy
60
+2
+3% +$1.61K 0.01% 241
2023
Q4 		$47.1K Hold
58
– – 0.01% 240
2023
Q3 		$37.5K Hold
58
– – 0.01% 242
2023
Q2 		$40.1K Sell
58
-71
-55% -$47.6K 0.01% 221
2023
Q1 		$86.5K Sell
129
-86
-40% -$60.6K 0.03% 189
2022
Q4 		$152K Buy
215
+72
+50% +$48.1K 0.05% 156
2022
Q3 		$79K Buy
+143
New +$93.6K 0.03% 191
2020
Q1 		– Sell
-1
Closed -$1K – 176
2019
Q4 		$1K Buy
+1
New +$474 ﹤0.01% 174

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's BLK Position: Q2 2026 in Review

Clearstead Trust held its Blackrock (BLK) position steady in Q2 2026 at 61 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #308.

Clearstead Trust first reported a position in BLK in Q4 2019 and has held it in 17 quarters since. The position peaked at $152K in Q4 2022. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Clearstead Trust held 61 shares of Blackrock worth $58.3K as of Q2 2026.
  • Clearstead Trust left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #308 holding.
  • Clearstead Trust first reported a position in Blackrock in Q4 2019 and has held it in 17 quarters since.
  • Clearstead Trust's Blackrock position peaked at $152K in Q4 2022.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.