EWP
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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Blackrock (BLK) stake by 14% in Q2 2026, selling an estimated $8.27K and leaving 48 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #324.

Elevation Wealth Partners first reported a position in BLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $115K in Q1 2024. 988 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Elevation Wealth Partners held 48 shares of Blackrock worth $46.2K as of Q2 2026.
  • Elevation Wealth Partners sold 8 Blackrock shares in Q2 2026, an estimated $8.27K.
  • Blackrock made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #324 holding.
  • Elevation Wealth Partners first reported a position in Blackrock in Q1 2023 and has held it in 13 quarters since.
  • Elevation Wealth Partners's Blackrock position peaked at $115K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.