EWM
BLK icon

EPG Wealth Management’s Blackrock BLK Stock Holding History

EPG 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 		$2.82M Buy
2,937
+228
+8% +$236K 0.68% 38
2026
Q1 		$2.61M Buy
2,709
+188
+7% +$198K 0.71% 38
2025
Q4 		$2.7M Buy
2,521
+61
+2% +$66.7K 0.73% 36
2025
Q3 		$2.87M Buy
2,460
+65
+3% +$72.7K 0.79% 33
2025
Q2 		$2.51M Sell
2,395
-20
-0.8% -$18.9K 0.75% 31
2025
Q1 		$2.29M Buy
2,415
+93
+4% +$91.1K 0.64% 32
2024
Q4 		$2.38M Buy
+2,322
New +$2.36M 0.63% 33
2024
Q2 		– Sell
-2,598
Closed -$2.03M – 48
2024
Q1 		$2.17M Buy
2,598
+36
+1% +$28.9K 0.53% 43
2023
Q4 		$1.99M Buy
2,562
+52
+2% +$36.3K 0.52% 45
2023
Q3 		$1.62M Buy
2,510
+2
+0.1% +$1.4K 0.49% 46
2023
Q2 		$1.73M Buy
2,508
+44
+2% +$29.5K 0.51% 46
2023
Q1 		$1.65M Buy
2,464
+1,184
+93% +$834K 0.52% 45
2022
Q4 		$907K Buy
1,280
+53
+4% +$35.4K 0.35% 69
2022
Q3 		$675K Buy
1,227
+121
+11% +$79.2K 0.28% 81
2022
Q2 		$674K Sell
1,106
-28
-2% -$18.2K 0.29% 81
2022
Q1 		$867K Buy
1,134
+7
+0.6% +$5.47K 0.3% 69
2021
Q4 		$1.03M Buy
1,127
+39
+4% +$35.6K 0.36% 61
2021
Q3 		$913K Buy
1,088
+124
+13% +$111K 0.37% 59
2021
Q2 		$844K Buy
964
+113
+13% +$95.4K 0.36% 68
2021
Q1 		$642K Buy
851
+71
+9% +$51.5K 0.31% 72
2020
Q4 		$563K Buy
780
+233
+43% +$155K 0.34% 66
2020
Q3 		$308K Sell
547
-49
-8% -$28K 0.23% 95
2020
Q2 		$324K Buy
596
+17
+3% +$8.58K 0.23% 100
2020
Q1 		$255K Buy
579
+305
+111% +$150K 0.19% 98
2019
Q4 		$138K Buy
+274
New +$130K 0.1% 127

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EPG Wealth Management increased its Blackrock (BLK) stake by 8.4% in Q2 2026, buying an estimated $236K and bringing the position to 2,937 shares worth $2.82M. The position accounts for 0.68% of the portfolio, ranked #38.

EPG Wealth Management first reported a position in BLK in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.87M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • EPG Wealth Management held 2,937 shares of Blackrock worth $2.82M as of Q2 2026.
  • EPG Wealth Management bought 228 Blackrock shares in Q2 2026, an estimated $236K.
  • Blackrock made up 0.68% of EPG Wealth Management's portfolio in Q2 2026, its #38 holding.
  • EPG Wealth Management first reported a position in Blackrock in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Blackrock position peaked at $2.87M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.