Creative Planning’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.4M | Buy |
29,533
+3,818
| +15% | +$4.02M | 0.02% | 324 |
|
|
2025
Q4 | $27.5M | Buy |
25,715
+432
| +2% | +$472K | 0.02% | 302 |
|
|
2025
Q3 | $29.5M | Buy |
25,283
+710
| +3% | +$794K | 0.02% | 280 |
|
|
2025
Q2 | $25.8M | Sell |
24,573
-1,106
| -4% | -$1.05M | 0.02% | 285 |
|
|
2025
Q1 | $24.3M | Buy |
25,679
+2,331
| +10% | +$2.28M | 0.02% | 283 |
|
|
2024
Q4 | $23.9M | Buy |
23,348
+131
| +0.6% | +$133K | 0.02% | 262 |
|
|
2024
Q3 | $22M | Buy |
23,217
+1,353
| +6% | +$1.17M | 0.02% | 262 |
|
|
2024
Q2 | $17.2M | Buy |
21,864
+208
| +1% | +$162K | 0.02% | 293 |
|
|
2024
Q1 | $18.1M | Sell |
21,656
-929
| -4% | -$746K | 0.02% | 288 |
|
|
2023
Q4 | $18.3M | Buy |
22,585
+870
| +4% | +$607K | 0.03% | 251 |
|
|
2023
Q3 | $14M | Buy |
21,715
+2,123
| +11% | +$1.48M | 0.02% | 294 |
|
|
2023
Q2 | $13.5M | Buy |
19,592
+92
| +0.5% | +$61.6K | 0.02% | 289 |
|
|
2023
Q1 | $13M | Buy |
19,500
+202
| +1% | +$142K | 0.02% | 285 |
|
|
2022
Q4 | $13.7M | Buy |
19,298
+3,012
| +18% | +$2.01M | 0.02% | 268 |
|
|
2022
Q3 | $8.96M | Sell |
16,286
-1,216
| -7% | -$796K | 0.02% | 328 |
|
|
2022
Q2 | $10.7M | Buy |
17,502
+2,116
| +14% | +$1.38M | 0.02% | 307 |
|
|
2022
Q1 | $11.8M | Buy |
15,386
+6,720
| +78% | +$5.25M | 0.02% | 296 |
|
|
2021
Q4 | $7.93M | Buy |
8,666
+33
| +0.4% | +$30.1K | 0.01% | 326 |
|
|
2021
Q3 | $7.24M | Buy |
8,633
+506
| +6% | +$453K | 0.01% | 328 |
|
|
2021
Q2 | $7.11M | Sell |
8,127
-614
| -7% | -$519K | 0.01% | 327 |
|
|
2021
Q1 | $6.59M | Buy |
8,741
+593
| +7% | +$430K | 0.01% | 349 |
|
|
2020
Q4 | $5.88M | Buy |
8,148
+671
| +9% | +$445K | 0.01% | 342 |
|
|
2020
Q3 | $4.21M | Buy |
7,477
+1,277
| +21% | +$729K | 0.01% | 341 |
|
|
2020
Q2 | $3.37M | Sell |
6,200
-191
| -3% | -$96.4K | 0.01% | 346 |
|
|
2020
Q1 | $2.81M | Sell |
6,391
-1,281
| -17% | -$631K | 0.01% | 345 |
|
|
2019
Q4 | $3.86M | Buy |
7,672
+196
| +3% | +$93K | 0.01% | 342 |
|
|
2019
Q3 | $3.33M | Sell |
7,476
-312
| -4% | -$139K | 0.01% | 369 |
|
|
2019
Q2 | $3.65M | Buy |
7,788
+1,010
| +15% | +$457K | 0.01% | 345 |
|
|
2019
Q1 | $2.9M | Sell |
6,778
-1,002
| -13% | -$420K | 0.01% | 369 |
|
|
2018
Q4 | $3.06M | Sell |
7,780
-743
| -9% | -$304K | 0.01% | 339 |
|
|
2018
Q3 | $4.02M | Sell |
8,523
-200
| -2% | -$97.2K | 0.01% | 318 |
|
|
2018
Q2 | $4.35M | Buy |
8,723
+2,660
| +44% | +$1.41M | 0.02% | 284 |
|
|
2018
Q1 | $3.29M | Buy |
6,063
+1,017
| +20% | +$558K | 0.01% | 340 |
|
|
2017
Q4 | $2.59M | Buy |
5,046
+492
| +11% | +$239K | 0.01% | 401 |
|
|
2017
Q3 | $2.04M | Buy |
4,554
+301
| +7% | +$128K | 0.01% | 450 |
|
|
2017
Q2 | $1.8M | Sell |
4,253
-933
| -18% | -$372K | 0.01% | 474 |
|
|
2017
Q1 | $1.99M | Buy |
5,186
+2,176
| +72% | +$832K | 0.01% | 429 |
|
|
2016
Q4 | $1.15M | Sell |
3,010
-159
| -5% | -$58.3K | 0.01% | 574 |
|
|
2016
Q3 | $1.15M | Sell |
3,169
-10
| -0.3% | -$3.64K | 0.01% | 548 |
|
|
2016
Q2 | $1.09M | Buy |
3,179
+355
| +13% | +$125K | 0.01% | 497 |
|
|
2016
Q1 | $962K | Sell |
2,824
-70
| -2% | -$22.2K | 0.01% | 518 |
|
|
2015
Q4 | $986K | Buy |
2,894
+17
| +0.6% | +$5.78K | 0.01% | 512 |
|
|
2015
Q3 | $856K | Buy |
+2,877
| New | +$928K | 0.01% | 526 |
|
|
2015
Q2 | – | Sell |
-2,716
| Closed | -$994K | – | 1316 |
|
|
2015
Q1 | $994K | Buy |
2,716
+595
| +28% | +$216K | 0.01% | 467 |
|
|
2014
Q4 | $758K | Buy |
2,121
+212
| +11% | +$72.4K | 0.01% | 540 |
|
|
2014
Q3 | $627K | Buy |
1,909
+1,142
| +149% | +$368K | 0.01% | 567 |
|
|
2014
Q2 | $245K | Buy |
767
+73
| +11% | +$22.4K | ﹤0.01% | 934 |
|
|
2014
Q1 | $218K | Sell |
694
-130
| -16% | -$39.7K | ﹤0.01% | 954 |
|
|
2013
Q4 | $261K | Buy |
824
+520
| +171% | +$155K | ﹤0.01% | 738 |
|
|
2013
Q3 | $82K | Sell |
304
-400
| -57% | -$109K | ﹤0.01% | 1233 |
|
|
2013
Q2 | $181K | Buy |
+704
| New | +$189K | ﹤0.01% | 719 |
|
Other funds holding BLK
VCM
VPM
Creative Planning's BLK Position: Q1 2026 in Review
Creative Planning increased its Blackrock (BLK) stake by 15% in Q1 2026, buying an estimated $4.02M and bringing the position to 29,533 shares worth $28.4M. The position accounts for 0.02% of the portfolio, ranked #324.
Creative Planning first reported a position in BLK in Q2 2013 and has held it in 51 quarters since. The position peaked at $29.5M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Creative Planning held 29,533 shares of Blackrock worth $28.4M as of Q1 2026.
- Creative Planning bought 3,818 Blackrock shares in Q1 2026, an estimated $4.02M.
- Blackrock made up 0.02% of Creative Planning's portfolio in Q1 2026, its #324 holding.
- Creative Planning first reported a position in Blackrock in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Blackrock position peaked at $29.5M in Q3 2025.
- 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.