EWP
BLK icon

Elevation Wealth Partners’s Blackrock BLK Stock Holding History

Elevation Wealth Partners’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
Q3 		$60.3K Buy
57
+9
+19% +$9.83K 0.02% 329
2026
Q2 		$46.2K Sell
48
-8
-14% -$8.27K 0.01% 324
2026
Q1 		$53.9K Sell
56
-7
-11% -$7.37K 0.02% 231
2025
Q4 		$67.4K Sell
63
-27
-30% -$29.5K 0.02% 202
2025
Q3 		$105K Buy
90
+8
+10% +$8.94K 0.04% 171
2025
Q2 		$85.5K Sell
82
-15
-15% -$14.2K 0.03% 185
2025
Q1 		$91.6K Hold
97
– – 0.04% 179
2024
Q4 		$99K Buy
+97
New +$98.4K 0.04% 166
2024
Q3 		– Sell
-68
Closed -$53.7K – 487
2024
Q2 		$53.7K Sell
68
-70
-51% -$54.6K 0.03% 211
2024
Q1 		$115K Buy
138
+45
+48% +$36.2K 0.06% 143
2023
Q4 		$60.1K Buy
93
+70
+304% +$48.9K 0.04% 194
2023
Q3 		$14.9K Hold
23
– – 0.01% 226
2023
Q2 		$15.9K Hold
23
– – 0.01% 225
2023
Q1 		$15.4K Buy
+23
New +$16.2K 0.01% 236

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Elevation Wealth Partners's BLK Position: Q3 2026 in Review

Elevation Wealth Partners increased its Blackrock (BLK) stake by 19% in Q3 2026, buying an estimated $9.83K and bringing the position to 57 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #329.

Elevation Wealth Partners first reported a position in BLK in Q1 2023 and has held it in 14 quarters since. The position peaked at $115K in Q1 2024. 107 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Elevation Wealth Partners held 57 shares of Blackrock worth $60.3K as of Q3 2026.
  • Elevation Wealth Partners bought 9 Blackrock shares in Q3 2026, an estimated $9.83K.
  • Blackrock made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #329 holding.
  • Elevation Wealth Partners first reported a position in Blackrock in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Blackrock position peaked at $115K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.