EPIMS
BLK icon

Evelyn Partners Investment Management Services’s Blackrock BLK Stock Holding History

Evelyn Partners Investment Management Services’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 		$872K Buy
907
+56
+7% +$58.9K 0.1% 92
2025
Q4 		$911K Sell
851
-21
-2% -$23K 0.11% 89
2025
Q3 		$1.02M Sell
872
-26
-3% -$29.1K 0.14% 81
2025
Q2 		$942K Buy
898
+79
+10% +$74.7K 0.14% 81
2025
Q1 		$775K Buy
819
+92
+13% +$90.2K 0.13% 86
2024
Q4 		$745K Buy
+727
New +$738K 0.13% 78

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T 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

Evelyn Partners Investment Management Services's BLK Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Blackrock (BLK) stake by 6.6% in Q1 2026, buying an estimated $58.9K and bringing the position to 907 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #92.

Evelyn Partners Investment Management Services first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 2,327 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Evelyn Partners Investment Management Services held 907 shares of Blackrock worth $872K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 56 Blackrock shares in Q1 2026, an estimated $58.9K.
  • Blackrock made up 0.1% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #92 holding.
  • Evelyn Partners Investment Management Services first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Blackrock position peaked at $1.02M in Q3 2025.
  • 2,327 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.