EWM
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Edge Wealth Management’s Blackrock BLK Stock Holding History

Edge 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 		$15.2M Buy
15,857
+17
+0.1% +$17.6K 2.57% 16
2026
Q1 		$15.2M Sell
15,840
-95
-0.6% -$99.9K 2.6% 15
2025
Q4 		$17.1M Sell
15,935
-53
-0.3% -$57.9K 3.01% 10
2025
Q3 		$18.6M Buy
15,988
+35
+0.2% +$39.1K 3.3% 10
2025
Q2 		$16.7M Buy
15,953
+927
+6% +$877K 3.23% 11
2025
Q1 		$14.2M Buy
15,026
+169
+1% +$166K 2.88% 12
2024
Q4 		$15.2M Sell
14,857
-194
-1% -$197K 3.08% 12
2024
Q3 		$14.3M Sell
15,051
-18
-0.1% -$15.6K 2.87% 14
2024
Q2 		$11.9M Sell
15,069
-340
-2% -$265K 2.5% 16
2024
Q1 		$12.8M Buy
15,409
+10
+0.1% +$8.03K 2.7% 15
2023
Q4 		$12.5M Sell
15,399
-228
-1% -$159K 2.73% 15
2023
Q3 		$10.1M Sell
15,627
-48
-0.3% -$33.5K 2.36% 17
2023
Q2 		$10.8M Buy
15,675
+539
+4% +$361K 2.36% 16
2023
Q1 		$10.1M Sell
15,136
-107
-0.7% -$75.4K 2.32% 18
2022
Q4 		$10.7M Sell
15,243
-1,929
-11% -$1.29M 2.48% 18
2022
Q3 		$9.57M Buy
17,172
+311
+2% +$204K 2.12% 20
2022
Q2 		$10.3M Sell
16,861
-9
-0.1% -$5.86K 2.22% 18
2022
Q1 		$12.9M Buy
16,870
+391
+2% +$305K 2.54% 14
2021
Q4 		$15.1M Buy
16,479
+187
+1% +$171K 2.76% 9
2021
Q3 		$13.7M Buy
16,292
+909
+6% +$815K 2.66% 10
2021
Q2 		$13.5M Sell
15,383
-3
-0% -$2.53K 2.74% 10
2021
Q1 		$11.6M Buy
15,386
+664
+5% +$482K 2.47% 12
2020
Q4 		$10.6M Sell
14,722
-7
-0% -$4.64K 2.4% 11
2020
Q3 		$8.3M Sell
14,729
-2,497
-14% -$1.42M 1.91% 18
2020
Q2 		$9.37M Sell
17,226
-1,764
-9% -$891K 1.78% 16
2020
Q1 		$8.43M Buy
18,990
+3,705
+24% +$1.83M 1.83% 16
2019
Q4 		$7.65M Buy
15,285
+1,534
+11% +$728K 1.53% 21
2019
Q3 		$6.13M Sell
13,751
-696
-5% -$310K 1.41% 22
2019
Q2 		$6.77M Buy
14,447
+101
+0.7% +$45.7K 1.5% 24
2019
Q1 		$6.13M Buy
14,346
+14,266
+17,833% +$5.99M 1.51% 21
2018
Q4 		$31K Hold
80
– – 0.01% 284
2018
Q3 		$38K Hold
80
– – 0.01% 286
2018
Q2 		$40K Hold
80
– – 0.01% 270
2018
Q1 		$43K Hold
80
– – 0.01% 237
2017
Q4 		$41K Hold
80
– – 0.01% 240
2017
Q3 		$36K Sell
80
-45
-36% -$19.2K 0.01% 246
2017
Q2 		$54K Hold
125
– – 0.02% 216
2017
Q1 		$48K Hold
125
– – 0.02% 210
2016
Q4 		$48K Hold
125
– – 0.02% 193
2016
Q3 		$45K Hold
125
– – 0.02% 191
2016
Q2 		$43K Hold
125
– – 0.02% 187
2016
Q1 		$43K Hold
125
– – 0.02% 185
2015
Q4 		$43K Hold
125
– – 0.02% 201
2015
Q3 		$37K Hold
125
– – 0.01% 200
2015
Q2 		$43K Hold
125
– – 0.01% 195
2015
Q1 		$46K Hold
125
– – 0.02% 197
2014
Q4 		$45K Hold
125
– – 0.02% 200
2014
Q3 		$41K Hold
125
– – 0.02% 207
2014
Q2 		$40K Buy
+125
New +$38.3K 0.02% 196

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

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

Edge Wealth Management increased its Blackrock (BLK) stake by 0.11% in Q2 2026, buying an estimated $17.6K and bringing the position to 15,857 shares worth $15.2M. The position accounts for 2.57% of the portfolio, ranked #16.

Edge Wealth Management first reported a position in BLK in Q2 2014 and has held it in 49 quarters since. The position peaked at $18.6M in Q3 2025. 382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Edge Wealth Management held 15,857 shares of Blackrock worth $15.2M as of Q2 2026.
  • Edge Wealth Management bought 17 Blackrock shares in Q2 2026, an estimated $17.6K.
  • Blackrock made up 2.57% of Edge Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Edge Wealth Management first reported a position in Blackrock in Q2 2014 and has held it in 49 quarters since.
  • Edge Wealth Management's Blackrock position peaked at $18.6M in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.