DWP
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Daymark Wealth Partners’s Blackrock BLK Stock Holding History

Daymark 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
Q1 		$8.94M Sell
9,296
-18
-0.2% -$18.9K 0.28% 72
2025
Q4 		$9.97M Buy
9,314
+8
+0.1% +$8.75K 0.32% 60
2025
Q3 		$10.8M Buy
9,306
+99
+1% +$111K 0.37% 56
2025
Q2 		$9.66M Buy
9,207
+33
+0.4% +$31.2K 0.37% 54
2025
Q1 		$8.68M Sell
9,174
-98
-1% -$96K 0.37% 59
2024
Q4 		$9.5M Buy
+9,272
New +$9.41M 0.4% 52
2024
Q3 		– Sell
-9,071
Closed -$7.14M – 514
2024
Q2 		$7.14M Sell
9,071
-23
-0.3% -$17.9K 0.33% 66
2024
Q1 		$7.58M Sell
9,094
-52
-0.6% -$41.8K 0.41% 57
2023
Q4 		$7.42M Buy
9,146
+208
+2% +$145K 0.46% 50
2023
Q3 		$5.78M Sell
8,938
-13,976
-61% -$9.76M 0.4% 57
2023
Q2 		$15.8M Buy
22,914
+3,786
+20% +$2.54M 1.18% 14
2023
Q1 		$12.8M Buy
19,128
+3,240
+20% +$2.28M 1.7% 12
2022
Q4 		$11.3M Buy
+15,888
New +$10.6M 1.99% 11

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

Daymark Wealth Partners's BLK Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Blackrock (BLK) stake by 0.19% in Q1 2026, selling an estimated $18.9K and leaving 9,296 shares worth $8.94M. The position accounts for 0.28% of the portfolio, ranked #72.

Daymark Wealth Partners first reported a position in BLK in Q4 2022 and has held it in 13 quarters since. The position peaked at $15.8M in Q2 2023. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Daymark Wealth Partners held 9,296 shares of Blackrock worth $8.94M as of Q1 2026.
  • Daymark Wealth Partners sold 18 Blackrock shares in Q1 2026, an estimated $18.9K.
  • Blackrock made up 0.28% of Daymark Wealth Partners's portfolio in Q1 2026, its #72 holding.
  • Daymark Wealth Partners first reported a position in Blackrock in Q4 2022 and has held it in 13 quarters since.
  • Daymark Wealth Partners's Blackrock position peaked at $15.8M in Q2 2023.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.