Estate Planners Group’s Blackrock BLK Stock Holding History

Estate Planners Group’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	–	Sell	-15	Closed	-$16.1K	–	116
2025 Q4	$16.1K	Buy	+15	New	+$16.4K	0.01%	233

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's BLK Position: Q1 2026 in Review

Estate Planners Group sold out of Blackrock (BLK) in Q1 2026, closing a stake of 15 shares — an estimated $16.1K sold.

Estate Planners Group first reported a position in BLK in Q4 2025 and held it in 1 quarter. The position peaked at $16.1K in Q4 2025. 2,342 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Estate Planners Group reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 15 Blackrock shares in Q1 2026, an estimated $16.1K.
Estate Planners Group first reported a position in Blackrock in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Blackrock position peaked at $16.1K in Q4 2025.
2,342 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.