EWM
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Elmwood Wealth Management’s Blackrock BLK Stock Holding History

Elmwood 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 		$204K Buy
+212
New +$219K 0.05% 194
2020
Q3 		$3K Hold
5
– – ﹤0.01% 222
2020
Q2 		$3K Sell
5
-2
-29% -$1.01K ﹤0.01% 222
2020
Q1 		$3.79K Buy
+7
New +$3.45K ﹤0.01% 234
2018
Q3 		– Sell
-5
Closed -$2.5K – 291
2018
Q2 		$2.5K Sell
5
-2
-29% -$1.06K ﹤0.01% 248
2018
Q1 		$3.79K Buy
+7
New +$3.84K ﹤0.01% 234

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
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
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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Elmwood Wealth Management opened a new position in Blackrock (BLK) in Q2 2026: 212 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #194 among its holdings. This is a return to the name: Elmwood Wealth Management previously reported a position in BLK as recently as Q3 2020.

Elmwood Wealth Management first reported a position in BLK in Q1 2018 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Elmwood Wealth Management held 212 shares of Blackrock worth $204K as of Q2 2026.
  • Blackrock was a new Elmwood Wealth Management position in Q2 2026.
  • Blackrock made up 0.05% of Elmwood Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Elmwood Wealth Management first reported a position in Blackrock in Q1 2018 and has held it in 6 quarters since.
  • 606 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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