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Cyndeo Wealth Partners’s Blackrock BLK Stock Holding History

Cyndeo 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 		$8.63M Buy
8,974
+225
+3% +$233K 0.41% 80
2026
Q1 		$8.41M Buy
8,749
+5,272
+152% +$5.55M 0.44% 77
2025
Q4 		$3.72M Buy
3,477
+399
+13% +$436K 0.2% 115
2025
Q3 		$3.59M Buy
3,078
+157
+5% +$176K 0.2% 118
2025
Q2 		$3.06M Buy
2,921
+1,827
+167% +$1.73M 0.18% 133
2025
Q1 		$1.04M Sell
1,094
-7,502
-87% -$7.35M 0.07% 212
2024
Q4 		$8.81M Buy
+8,596
New +$8.72M 0.6% 47
2024
Q3 		– Sell
-6,210
Closed -$4.89M – 448
2024
Q2 		$4.89M Buy
6,210
+115
+2% +$89.7K 0.38% 76
2024
Q1 		$5.08M Buy
6,095
+995
+20% +$799K 0.42% 77
2023
Q4 		$4.14M Buy
5,100
+1,758
+53% +$1.23M 0.38% 85
2023
Q3 		$2.16M Sell
3,342
-350
-9% -$244K 0.23% 117
2023
Q2 		$2.55M Sell
3,692
-230
-6% -$154K 0.27% 105
2023
Q1 		$2.62M Sell
3,922
-520
-12% -$366K 0.28% 105
2022
Q4 		$3.15M Buy
+4,442
New +$2.97M 0.37% 90

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Blackrock (BLK) stake by 2.6% in Q2 2026, buying an estimated $233K and bringing the position to 8,974 shares worth $8.63M. The position accounts for 0.41% of the portfolio, ranked #80.

Cyndeo Wealth Partners first reported a position in BLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.81M in Q4 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Cyndeo Wealth Partners held 8,974 shares of Blackrock worth $8.63M as of Q2 2026.
  • Cyndeo Wealth Partners bought 225 Blackrock shares in Q2 2026, an estimated $233K.
  • Blackrock made up 0.41% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Cyndeo Wealth Partners first reported a position in Blackrock in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Blackrock position peaked at $8.81M in Q4 2024.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.