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Diversify Wealth Management’s Blackrock BLK Stock Holding History

Diversify Wealth 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
Q2 		$2.29M Buy
2,153
+454
+27% +$470K 0.04% 363
2026
Q1 		$1.77M Buy
1,699
+1,219
+254% +$1.28M 0.03% 416
2025
Q4 		$523K Buy
480
+169
+54% +$185K 0.02% 430
2025
Q3 		$332K Buy
311
+59
+23% +$66K 0.02% 442
2025
Q2 		$293K Sell
252
-8
-3% -$7.57K 0.02% 462
2025
Q1 		$239K Sell
260
-11
-4% -$10.8K 0.02% 469
2024
Q4 		$259K Buy
+271
New +$275K 0.02% 451

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's BLK Position: Q2 2026 in Review

Diversify Wealth Management increased its Blackrock (BLK) stake by 27% in Q2 2026, buying an estimated $470K and bringing the position to 2,153 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #363.

Diversify Wealth Management first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Diversify Wealth Management held 2,153 shares of Blackrock worth $2.29M as of Q2 2026.
  • Diversify Wealth Management bought 454 Blackrock shares in Q2 2026, an estimated $470K.
  • Blackrock made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Diversify Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.