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Curated Wealth Partners’s Blackrock BLK Stock Holding History

Curated Wealth Partners’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 		$362K Buy
+254,085
New +$263M 0.05% 368
2025
Q3 		– Sell
-204
Closed -$214K – 160
2025
Q2 		$214K Buy
+204
New +$193K 0.03% 148

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Curated Wealth Partners's BLK Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Blackrock (BLK) in Q2 2026: 254,085 shares worth $362K. The stake represents 0.05% of the portfolio and ranks #368 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in BLK as recently as Q2 2025.

Curated Wealth Partners first reported a position in BLK in Q2 2025 and has held it in 2 quarters since. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Curated Wealth Partners held 254,085 shares of Blackrock worth $362K as of Q2 2026.
  • Blackrock was a new Curated Wealth Partners position in Q2 2026.
  • Blackrock made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #368 holding.
  • Curated Wealth Partners first reported a position in Blackrock in Q2 2025 and has held it in 2 quarters since.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.