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EP Wealth Advisors’s Blackrock BLK Stock Holding History

EP Wealth Advisors’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
Q1 		$62.4M Buy
64,906
+689
+1% +$725K 0.31% 55
2025
Q4 		$68.7M Buy
+64,217
New +$70.2M 0.36% 46
2025
Q2 		$65.5M Buy
62,463
+1,384
+2% +$1.31M 0.43% 48
2025
Q1 		$57.8M Buy
61,079
+299
+0.5% +$293K 0.46% 45
2024
Q4 		$62.3M Buy
+60,780
New +$61.7M 0.51% 44
2024
Q3 		– Sell
-60,032
Closed -$47.3M – 1185
2024
Q2 		$47.3M Buy
60,032
+1,690
+3% +$1.32M 0.5% 49
2024
Q1 		$48.6M Sell
58,342
-21,793
-27% -$17.5M 0.57% 47
2023
Q4 		$65.1M Buy
80,135
+863
+1% +$602K 0.83% 28
2023
Q3 		$51.2M Buy
79,272
+60,816
+330% +$42.5M 0.8% 30
2023
Q2 		$53.5M Buy
18,456
+18,270
+9,823% +$12.2M 0.77% 31
2023
Q1 		$493K Sell
186
-70,735
-100% -$49.8M 0.01% 405
2022
Q4 		$50.3M Buy
70,921
+2,740
+4% +$1.83M 0.91% 27
2022
Q3 		$37.5M Buy
68,181
+3,063
+5% +$2M 0.85% 28
2022
Q2 		$39.7M Buy
65,118
+6,156
+10% +$4.01M 0.89% 27
2022
Q1 		$45.1M Buy
+58,962
New +$46.1M 0.99% 20
2021
Q4 		– Sell
-55,242
Closed -$46.3M – 547
2021
Q3 		$46.3M Sell
55,242
-269
-0.5% -$241K 1.27% 12
2021
Q2 		$48.6M Buy
55,511
+535
+1% +$452K 1.35% 12
2021
Q1 		$41.5M Buy
54,976
+10,043
+22% +$7.29M 1.32% 13
2020
Q4 		$32.4M Buy
44,933
+1,261
+3% +$836K 1.14% 18
2020
Q3 		$24.6M Buy
43,672
+873
+2% +$498K 1.06% 21
2020
Q2 		$23.3M Buy
42,799
+913
+2% +$461K 0.99% 20
2020
Q1 		$18.4M Buy
41,886
+1,563
+4% +$770K 0.9% 20
2019
Q4 		$20.3M Buy
40,323
+1,022
+3% +$485K 0.83% 28
2019
Q3 		$17.5M Buy
39,301
+524
+1% +$233K 0.87% 28
2019
Q2 		$18.2M Buy
38,777
+1,128
+3% +$510K 1.14% 21
2019
Q1 		$16.1M Buy
37,649
+4,555
+14% +$1.91M 1.55% 25
2018
Q4 		$13M Buy
33,094
+1,839
+6% +$753K 1% 28
2018
Q3 		$14.7M Buy
31,255
+1,671
+6% +$812K 1.15% 24
2018
Q2 		$14.8M Buy
29,584
+709
+2% +$375K 1.39% 22
2018
Q1 		$15.6M Sell
28,875
-1,517
-5% -$833K 1.51% 15
2017
Q4 		$15.6M Buy
30,392
+211
+0.7% +$103K 1.65% 14
2017
Q3 		$13.5M Buy
30,181
+888
+3% +$379K 1.56% 16
2017
Q2 		$12.4M Buy
29,293
+926
+3% +$369K 1.52% 18
2017
Q1 		$10.9M Buy
28,367
+1,506
+6% +$576K 1.5% 21
2016
Q4 		$9.13M Buy
26,861
+1,028
+4% +$377K 1.33% 20
2016
Q3 		$9.36M Sell
25,833
-524
-2% -$191K 1.46% 21
2016
Q2 		$9.03M Sell
26,357
-3,452
-12% -$1.21M 1.44% 21
2016
Q1 		$10.2M Sell
29,809
-2,999
-9% -$951K 1.56% 21
2015
Q4 		$11.2M Buy
32,808
+2,044
+7% +$695K 1.88% 19
2015
Q3 		$9.15M Sell
30,764
-742
-2% -$239K 1.74% 22
2015
Q2 		$10.9M Buy
31,506
+933
+3% +$340K 2.04% 19
2015
Q1 		$11.2M Buy
30,573
+730
+2% +$265K 2.1% 19
2014
Q4 		$10.7M Buy
+29,843
New +$10.2M 1.76% 23

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's BLK Position: Q1 2026 in Review

EP Wealth Advisors increased its Blackrock (BLK) stake by 1.1% in Q1 2026, buying an estimated $725K and bringing the position to 64,906 shares worth $62.4M. The position accounts for 0.31% of the portfolio, ranked #55.

EP Wealth Advisors first reported a position in BLK in Q4 2014 and has held it in 43 quarters since. The position peaked at $68.7M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • EP Wealth Advisors held 64,906 shares of Blackrock worth $62.4M as of Q1 2026.
  • EP Wealth Advisors bought 689 Blackrock shares in Q1 2026, an estimated $725K.
  • Blackrock made up 0.31% of EP Wealth Advisors's portfolio in Q1 2026, its #55 holding.
  • EP Wealth Advisors first reported a position in Blackrock in Q4 2014 and has held it in 43 quarters since.
  • EP Wealth Advisors's Blackrock position peaked at $68.7M in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.