Creative Planning’s Blackrock BLK Stock Holding History

Creative Planning’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
2018 Q2	–	Sell	-200	Closed	-$2K	–	2065
2018 Q1	$2K	Buy	+200	New	+$110K	﹤0.01%	1986

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's BLK Position: Q2 2026 in Review

Creative Planning increased its Blackrock (BLK) stake by 13% in Q2 2026, buying an estimated $3.96M and bringing the position to 33,365 shares worth $32.1M. The position accounts for 0.02% of the portfolio, ranked #339.

Creative Planning first reported a position in BLK in Q2 2013 and has held it in 52 quarters since. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Creative Planning held 33,365 shares of Blackrock worth $32.1M as of Q2 2026.
Creative Planning bought 3,832 Blackrock shares in Q2 2026, an estimated $3.96M.
Blackrock made up 0.02% of Creative Planning's portfolio in Q2 2026, its #339 holding.
Creative Planning first reported a position in Blackrock in Q2 2013 and has held it in 52 quarters since.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.