Crescent Grove Advisors’s Blackrock BLK Stock Holding History

Crescent Grove Advisors’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 Q1	$356K	Sell	370 -105	-22%	-$110K	0.03%	213
2025 Q4	$508K	Hold	475	–	–	0.05%	173
2025 Q3	$554K	Hold	475	–	–	0.05%	164
2025 Q2	$498K	Buy	475 +20	+4%	+$18.9K	0.05%	161
2025 Q1	$431K	Buy	455 +71	+18%	+$69.6K	0.04%	167
2024 Q4	$394K	Buy	384 +84	+28%	+$85.3K	0.04%	184
2024 Q3	$285K	Hold	300	–	–	0.03%	225
2024 Q2	$236K	Hold	300	–	–	0.03%	251
2024 Q1	$250K	Buy	+300	New	+$241K	0.03%	268

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crescent Grove Advisors's BLK Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Blackrock (BLK) stake by 22% in Q1 2026, selling an estimated $110K and leaving 370 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #213.

Crescent Grove Advisors first reported a position in BLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $554K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Crescent Grove Advisors held 370 shares of Blackrock worth $356K as of Q1 2026.
Crescent Grove Advisors sold 105 Blackrock shares in Q1 2026, an estimated $110K.
Blackrock made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #213 holding.
Crescent Grove Advisors first reported a position in Blackrock in Q1 2024 and has held it in 9 quarters since.
Crescent Grove Advisors's Blackrock position peaked at $554K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.