EWM
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Evermay Wealth Management’s Blackrock BLK Stock Holding History

Evermay 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 		$310K Sell
322
-10
-3% -$10.3K 0.03% 156
2026
Q1 		$319K Sell
332
-10
-3% -$10.5K 0.04% 153
2025
Q4 		$366K Hold
342
– – 0.04% 145
2025
Q3 		$399K Buy
342
+1
+0.3% +$1.12K 0.05% 146
2025
Q2 		$358K Buy
341
+10
+3% +$9.46K 0.04% 146
2025
Q1 		$313K Sell
331
-38
-10% -$37.2K 0.04% 159
2024
Q4 		$378K Sell
369
-5
-1% -$5.08K 0.06% 141
2024
Q3 		$355K Sell
374
-50
-12% -$43.3K 0.06% 145
2024
Q2 		$334K Sell
424
-25
-6% -$19.5K 0.05% 156
2024
Q1 		$374K Sell
449
-1
-0.2% -$803 0.06% 153
2023
Q4 		$365K Buy
450
+29
+7% +$20.2K 0.07% 129
2023
Q3 		$272K Sell
421
-86
-17% -$60.1K 0.06% 138
2023
Q2 		$350K Sell
507
-29
-5% -$19.4K 0.07% 128
2023
Q1 		$359K Sell
536
-8
-1% -$5.63K 0.07% 119
2022
Q4 		$386K Buy
544
+15
+3% +$10K 0.08% 117
2022
Q3 		$291K Buy
529
+36
+7% +$23.6K 0.06% 135
2022
Q2 		$300K Buy
493
+51
+12% +$33.2K 0.06% 133
2022
Q1 		$338K Buy
442
+104
+31% +$81.3K 0.06% 145
2021
Q4 		$309K Buy
338
+5
+2% +$4.56K 0.06% 139
2021
Q3 		$279K Sell
333
-20
-6% -$17.9K 0.05% 137
2021
Q2 		$309K Hold
353
– – 0.06% 142
2021
Q1 		$266K Buy
353
+10
+3% +$7.25K 0.05% 149
2020
Q4 		$247K Buy
+343
New +$227K 0.05% 149

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

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

Evermay Wealth Management reduced its Blackrock (BLK) stake by 3% in Q2 2026, selling an estimated $10.3K and leaving 322 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #156.

Evermay Wealth Management first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $399K in Q3 2025. 2,329 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Evermay Wealth Management held 322 shares of Blackrock worth $310K as of Q2 2026.
  • Evermay Wealth Management sold 10 Blackrock shares in Q2 2026, an estimated $10.3K.
  • Blackrock made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Evermay Wealth Management first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Evermay Wealth Management's Blackrock position peaked at $399K in Q3 2025.
  • 2,329 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.