Empirical Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.25M Buy
5,456
+37
+0.7% +$38.3K 0.08% 153
2026
Q1
$5.21M Buy
5,419
+9
+0.2% +$9.47K 0.09% 142
2025
Q4
$5.79M Sell
5,410
-863
-14% -$943K 0.1% 133
2025
Q3
$7.31M Sell
6,273
-148
-2% -$165K 0.15% 111
2025
Q2
$6.74M Sell
6,421
-1,590
-20% -$1.5M 0.15% 111
2025
Q1
$7.58M Sell
8,011
-8,289
-51% -$8.12M 0.2% 99
2024
Q4
$16.7M Buy
16,300
+1,176
+8% +$1.19M 0.45% 42
2024
Q3
$14.4M Buy
15,124
+1,854
+14% +$1.6M 0.4% 52
2024
Q2
$10.4M Buy
13,270
+1,347
+11% +$1.05M 0.31% 66
2024
Q1
$9.94M Buy
11,923
+4,923
+70% +$3.96M 0.3% 70
2023
Q4
$5.68M Sell
7,000
-3,493
-33% -$2.44M 0.19% 96
2023
Q3
$6.78M Buy
10,493
+1,438
+16% +$1M 0.27% 79
2023
Q2
$6.26M Buy
9,055
+6,140
+211% +$4.11M 0.25% 81
2023
Q1
$1.95M Buy
2,915
+140
+5% +$98.6K 0.08% 143
2022
Q4
$1.97M Sell
2,775
-52
-2% -$34.7K 0.09% 138
2022
Q3
$1.56M Buy
2,827
+4
+0.1% +$2.62K 0.08% 149
2022
Q2
$1.72M Sell
2,823
-805
-22% -$524K 0.09% 146
2022
Q1
$2.77M Sell
3,628
-112
-3% -$87.5K 0.14% 108
2021
Q4
$3.42M Buy
3,740
+92
+3% +$84K 0.17% 93
2021
Q3
$3.06M Sell
3,648
-219
-6% -$196K 0.17% 89
2021
Q2
$3.38M Buy
3,867
+274
+8% +$231K 0.21% 80
2021
Q1
$2.71M Buy
3,593
+97
+3% +$70.4K 0.22% 76
2020
Q4
$2.52M Buy
3,496
+465
+15% +$308K 0.19% 76
2020
Q3
$1.71M Buy
3,031
+59
+2% +$33.7K 0.15% 98
2020
Q2
$1.62M Sell
2,972
-1,274
-30% -$643K 0.15% 97
2020
Q1
$1.87M Sell
4,246
-108
-2% -$53.2K 0.2% 76
2019
Q4
$2.19M Buy
4,354
+8
+0.2% +$3.79K 0.24% 66
2019
Q3
$1.94M Buy
4,346
+118
+3% +$52.5K 0.23% 71
2019
Q2
$1.98M Buy
+4,228
New +$1.91M 0.26% 64
2015
Q4
Sell
-1,053
Closed -$313K 105
2015
Q3
$313K Hold
1,053
0.07% 90
2015
Q2
$364K Buy
+1,053
New +$384K 0.08% 90

Other funds holding BLK

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

Empirical Wealth Management increased its Blackrock (BLK) stake by 0.68% in Q2 2026, buying an estimated $38.3K and bringing the position to 5,456 shares worth $5.25M. The position accounts for 0.08% of the portfolio, ranked #153.

Empirical Wealth Management first reported a position in BLK in Q2 2015 and has held it in 31 quarters since. The position peaked at $16.7M in Q4 2024. 944 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Empirical Wealth Management held 5,456 shares of Blackrock worth $5.25M as of Q2 2026.
  • Empirical Wealth Management bought 37 Blackrock shares in Q2 2026, an estimated $38.3K.
  • Blackrock made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Empirical Wealth Management first reported a position in Blackrock in Q2 2015 and has held it in 31 quarters since.
  • Empirical Wealth Management's Blackrock position peaked at $16.7M in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.