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Dynamic Wealth Strategies’s Blackrock BLK Stock Holding History

Dynamic Wealth Strategies’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 		$172K Buy
179
+1
+0.6% +$1.03K 0.09% 89
2026
Q1 		$171K Buy
178
+31
+21% +$32.6K 0.1% 90
2025
Q4 		$157K Buy
147
+13
+10% +$14.2K 0.09% 93
2025
Q3 		$156K Buy
134
+11
+9% +$12.3K 0.1% 87
2025
Q2 		$129K Sell
123
-5
-4% -$4.73K 0.09% 88
2025
Q1 		$121K Buy
+128
New +$125K 0.1% 94
2024
Q4 		– Sell
-125
Closed -$119K – 84
2024
Q3 		$119K Hold
125
– – 0.1% 95
2024
Q2 		$98K Buy
125
+1
+0.8% +$780 0.08% 100
2024
Q1 		$103K Sell
124
-63
-34% -$50.6K 0.09% 98
2023
Q4 		$152K Buy
+187
New +$131K 0.14% 74

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

Dynamic Wealth Strategies's BLK Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Blackrock (BLK) stake by 0.56% in Q2 2026, buying an estimated $1.03K and bringing the position to 179 shares worth $172K. The position accounts for 0.09% of the portfolio, ranked #89.

Dynamic Wealth Strategies first reported a position in BLK in Q4 2023 and has held it in 10 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Dynamic Wealth Strategies held 179 shares of Blackrock worth $172K as of Q2 2026.
  • Dynamic Wealth Strategies bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
  • Blackrock made up 0.09% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #89 holding.
  • Dynamic Wealth Strategies first reported a position in Blackrock in Q4 2023 and has held it in 10 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.