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Diversified Management’s Blackrock BLK Stock Holding History

Diversified Management’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
Q3 		$359K Buy
339
+5
+1% +$5.46K 0.06% 186
2026
Q2 		$321K Sell
334
-94
-22% -$97.2K 0.07% 132
2026
Q1 		$412K Buy
428
+120
+39% +$126K 0.07% 198
2025
Q4 		$330K Buy
+308
New +$337K 0.08% 130

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Diversified Management's BLK Position: Q3 2026 in Review

Diversified Management increased its Blackrock (BLK) stake by 1.5% in Q3 2026, buying an estimated $5.46K and bringing the position to 339 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #186.

Diversified Management first reported a position in BLK in Q4 2025 and has held it in 4 quarters since. The position peaked at $412K in Q1 2026. 106 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Diversified Management held 339 shares of Blackrock worth $359K as of Q3 2026.
  • Diversified Management bought 5 Blackrock shares in Q3 2026, an estimated $5.46K.
  • Blackrock made up 0.06% of Diversified Management's portfolio in Q3 2026, its #186 holding.
  • Diversified Management first reported a position in Blackrock in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Blackrock position peaked at $412K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.