Element Wealth’s Blackrock BLK Stock Holding History

Element Wealth’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	$236K	Sell	245 -23	-9%	-$24.2K	0.1%	183
2025 Q4	$286K	Buy	268 +16	+6%	+$17.5K	0.12%	156
2025 Q3	$294K	Buy	252 +2	+0.8%	+$2.24K	0.13%	147
2025 Q2	$262K	Sell	250 -59	-19%	-$55.8K	0.12%	146
2025 Q1	$292K	Sell	309 -13	-4%	-$12.7K	0.16%	117
2024 Q4	$330K	Buy	322 +1	+0.3%	+$1.01K	0.17%	106
2024 Q3	$305K	Sell	321 -2	-0.6%	-$1.73K	0.16%	114
2024 Q2	$254K	Sell	323 -21	-6%	-$16.4K	0.14%	120
2024 Q1	$287K	Sell	344 -4	-1%	-$3.21K	0.17%	106
2023 Q4	$282K	Buy	348 +2	+0.6%	+$1.4K	0.18%	102
2023 Q3	$224K	Buy	346 +7	+2%	+$4.89K	0.16%	112
2023 Q2	$235K	Buy	339 +1	+0.3%	+$670	0.16%	108
2023 Q1	$226K	Buy	338 +17	+5%	+$12K	0.17%	108
2022 Q4	$227K	Buy	+321	New	+$214K	0.19%	104

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Element Wealth's BLK Position: Q1 2026 in Review

Element Wealth reduced its Blackrock (BLK) stake by 8.6% in Q1 2026, selling an estimated $24.2K and leaving 245 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #183.

Element Wealth first reported a position in BLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $330K in Q4 2024. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Element Wealth held 245 shares of Blackrock worth $236K as of Q1 2026.
Element Wealth sold 23 Blackrock shares in Q1 2026, an estimated $24.2K.
Blackrock made up 0.1% of Element Wealth's portfolio in Q1 2026, its #183 holding.
Element Wealth first reported a position in Blackrock in Q4 2022 and has held it in 14 quarters since.
Element Wealth's Blackrock position peaked at $330K in Q4 2024.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.