Creative Planning
BLK icon

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
2019
Q4 		– Sell
-200
Closed -$1K – 2011
2019
Q3 		$1K Buy
+200
New +$89.1K ﹤0.01% 1963

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.