EPW
BLK icon

Evolve Private Wealth’s Blackrock BLK Stock Holding History

Evolve Private Wealth’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 		$1.14M Sell
1,183
-731
-38% -$756K 0.07% 251
2026
Q1 		$1.84M Buy
1,914
+548
+40% +$577K 0.1% 203
2025
Q4 		$1.46M Buy
+1,366
New +$1.49M 0.09% 212

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

Evolve Private Wealth's BLK Position: Q2 2026 in Review

Evolve Private Wealth reduced its Blackrock (BLK) stake by 38% in Q2 2026, selling an estimated $756K and leaving 1,183 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #251.

Evolve Private Wealth first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.84M in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Evolve Private Wealth held 1,183 shares of Blackrock worth $1.14M as of Q2 2026.
  • Evolve Private Wealth sold 731 Blackrock shares in Q2 2026, an estimated $756K.
  • Blackrock made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #251 holding.
  • Evolve Private Wealth first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Blackrock position peaked at $1.84M in Q1 2026.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.