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Conscious Wealth Investments’s Blackrock BLK Stock Holding History

Conscious Wealth Investments’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 		$3.73M Sell
3,588
-108
-3% -$112K 1.92% 26
2026
Q1 		$3.88M Buy
3,696
+108
+3% +$114K 2.16% 26
2025
Q4 		$3.78M Sell
3,588
-17
-0.5% -$18.6K 2.27% 24
2025
Q3 		$3.9M Sell
3,605
-20
-0.6% -$22.4K 2.32% 18
2025
Q2 		$4.07M Sell
3,625
-16
-0.4% -$15.1K 2.6% 15
2025
Q1 		$3.36M Buy
3,641
+242
+7% +$237K 2.34% 23
2024
Q4 		$3.42M Buy
3,399
+5
+0.1% +$5.08K 2.32% 17
2024
Q3 		$3.35M Sell
3,394
-9
-0.3% -$7.79K 2.31% 15
2024
Q2 		$2.87M Buy
3,403
+13
+0.4% +$10.1K 2.07% 26
2024
Q1 		$2.54M Buy
3,390
+97
+3% +$77.9K 1.93% 29
2023
Q4 		$2.6M Buy
+3,293
New +$2.3M 2.08% 30

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

Conscious Wealth Investments's BLK Position: Q2 2026 in Review

Conscious Wealth Investments reduced its Blackrock (BLK) stake by 2.9% in Q2 2026, selling an estimated $112K and leaving 3,588 shares worth $3.73M. The position accounts for 1.92% of the portfolio, ranked #26.

Conscious Wealth Investments first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.07M in Q2 2025. 2,329 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Conscious Wealth Investments held 3,588 shares of Blackrock worth $3.73M as of Q2 2026.
  • Conscious Wealth Investments sold 108 Blackrock shares in Q2 2026, an estimated $112K.
  • Blackrock made up 1.92% of Conscious Wealth Investments's portfolio in Q2 2026, its #26 holding.
  • Conscious Wealth Investments first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
  • Conscious Wealth Investments's Blackrock position peaked at $4.07M in Q2 2025.
  • 2,329 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.