Elevation Wealth Management’s Blackrock BLK Stock Holding History

Elevation 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	–	Sell	-218	Closed	-$210K	–	147
2026 Q1	$210K	Buy	+218	New	+$229K	0.19%	128

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Elevation Wealth Management sold out of Blackrock (BLK) in Q2 2026, closing a stake of 218 shares — an estimated $210K sold.

Elevation Wealth Management first reported a position in BLK in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Elevation Wealth Management reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
Elevation Wealth Management sold 218 Blackrock shares in Q2 2026, an estimated $210K.
Elevation Wealth Management first reported a position in Blackrock in Q1 2026 and held it in 1 quarter.
Elevation Wealth Management's Blackrock position peaked at $210K in Q1 2026.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.