Curio Wealth’s Blackrock BLK Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$962	–	213
2026 Q1	$962	Buy	+1	New	+$1.05K	﹤0.01%	386
2025 Q2	–	Sell	-1	Closed	-$41K	–	364
2025 Q1	$41K	Sell	1 -39	-98%	-$38.2K	0.02%	137
2024 Q4	$41K	Buy	+40	New	+$40.6K	0.02%	134

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

Curio Wealth's BLK Position: Q2 2026 in Review

Curio Wealth sold out of Blackrock (BLK) in Q2 2026, closing a stake of 1 share — an estimated $962 sold.

Curio Wealth first reported a position in BLK in Q4 2024 and held it in 3 quarters. The position peaked at $41K in Q1 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Curio Wealth reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Blackrock share in Q2 2026, an estimated $962.
Curio Wealth first reported a position in Blackrock in Q4 2024 and held it in 3 quarters.
Curio Wealth's Blackrock position peaked at $41K in Q1 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.