Facet Wealth Inc’s Blackrock BLK Stock Holding History

Facet Wealth Inc’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	$547K	Buy	569 +36	+7%	+$37.2K	0.01%	202
2026 Q1	$513K	Buy	533 +265	+99%	+$279K	0.01%	170
2025 Q4	$301K	Buy	268 +78	+41%	+$85.3K	0.01%	219
2025 Q3	$222K	Buy	+190	New	+$212K	﹤0.01%	203

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 $3.37T AUM 44.26% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Facet Wealth Inc's BLK Position: Q2 2026 in Review

Facet Wealth Inc increased its Blackrock (BLK) stake by 6.8% in Q2 2026, buying an estimated $37.2K and bringing the position to 569 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #202.

Facet Wealth Inc first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Facet Wealth Inc held 569 shares of Blackrock worth $547K as of Q2 2026.
Facet Wealth Inc bought 36 Blackrock shares in Q2 2026, an estimated $37.2K.
Blackrock made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #202 holding.
Facet Wealth Inc first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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