CWP
BLK icon

Concord Wealth Partners’s Blackrock BLK Stock Holding History

Concord Wealth Partners’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 		$1.1M Buy
1,148
+6
+0.5% +$6.21K 0.13% 125
2026
Q1 		$1.1M Buy
1,142
+160
+16% +$168K 0.14% 123
2025
Q4 		$1.05M Buy
982
+29
+3% +$31.7K 0.14% 128
2025
Q3 		$1.11M Buy
953
+45
+5% +$50.3K 0.15% 124
2025
Q2 		$953K Buy
908
+97
+12% +$91.7K 0.14% 132
2025
Q1 		$768K Buy
811
+88
+12% +$86.2K 0.13% 131
2024
Q4 		$741K Buy
723
+66
+10% +$67K 0.12% 121
2024
Q3 		$624K Buy
657
+19
+3% +$16.4K 0.1% 124
2024
Q2 		$503K Sell
638
-96
-13% -$74.9K 0.09% 138
2024
Q1 		$612K Sell
734
-11
-1% -$8.84K 0.11% 128
2023
Q4 		$605K Sell
745
-243
-25% -$170K 0.12% 115
2023
Q3 		$639K Sell
988
-53
-5% -$37K 0.14% 107
2023
Q2 		$719K Buy
1,041
+293
+39% +$196K 0.15% 87
2023
Q1 		$501K Sell
748
-376
-33% -$265K 0.14% 88
2022
Q4 		$796K Buy
1,124
+91
+9% +$60.8K 0.24% 57
2022
Q3 		$568K Buy
1,033
+98
+10% +$64.1K 0.18% 82
2022
Q2 		$570K Buy
935
+307
+49% +$200K 0.16% 89
2022
Q1 		$480K Buy
628
+52
+9% +$40.6K 0.12% 107
2021
Q4 		$527K Buy
576
+280
+95% +$256K 0.13% 95
2021
Q3 		$248K Sell
296
-225
-43% -$202K 0.1% 74
2021
Q2 		$455K Sell
521
-51
-9% -$43.1K 0.13% 70
2021
Q1 		$431K Buy
572
+416
+267% +$302K 0.15% 70
2020
Q4 		$113K Buy
+156
New +$103K 0.09% 121

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

Concord Wealth Partners's BLK Position: Q2 2026 in Review

Concord Wealth Partners increased its Blackrock (BLK) stake by 0.53% in Q2 2026, buying an estimated $6.21K and bringing the position to 1,148 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #125.

Concord Wealth Partners first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Concord Wealth Partners held 1,148 shares of Blackrock worth $1.1M as of Q2 2026.
  • Concord Wealth Partners bought 6 Blackrock shares in Q2 2026, an estimated $6.21K.
  • Blackrock made up 0.13% of Concord Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Concord Wealth Partners first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Blackrock position peaked at $1.11M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.