Evelyn Partners Investment Management’s Blackrock BLK Stock Holding History

Evelyn Partners Investment 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 Q1	$968K	Buy	1,007 +59	+6%	+$62.1K	0.03%	132
2025 Q4	$1.01M	Sell	948 -112	-11%	-$122K	0.03%	134
2025 Q3	$1.24M	Sell	1,060 -218	-17%	-$244K	0.04%	127
2025 Q2	$1.34M	Buy	1,278 +21	+2%	+$19.9K	0.04%	123
2025 Q1	$1.19M	Sell	1,257 -65	-5%	-$63.7K	0.04%	122
2024 Q4	$1.36M	Buy	+1,322	New	+$1.34M	0.04%	116

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evelyn Partners Investment Management increased its Blackrock (BLK) stake by 6.2% in Q1 2026, buying an estimated $62.1K and bringing the position to 1,007 shares worth $968K. The position accounts for 0.03% of the portfolio, ranked #132.

Evelyn Partners Investment Management first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2024. 2,325 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Evelyn Partners Investment Management held 1,007 shares of Blackrock worth $968K as of Q1 2026.
Evelyn Partners Investment Management bought 59 Blackrock shares in Q1 2026, an estimated $62.1K.
Blackrock made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #132 holding.
Evelyn Partners Investment Management first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Blackrock position peaked at $1.36M in Q4 2024.
2,325 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

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