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GeoWealth Management’s Blackrock BLK Stock Holding History

GeoWealth 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 		$941K Buy
978
+58
+6% +$60K 0.03% 339
2026
Q1 		$885K Sell
920
-58
-6% -$61K 0.03% 323
2025
Q4 		$1.05M Buy
978
+49
+5% +$53.6K 0.04% 260
2025
Q3 		$1.08M Buy
929
+422
+83% +$472K 0.04% 283
2025
Q2 		$532K Buy
507
+8
+2% +$7.57K 0.02% 390
2025
Q1 		$472K Sell
499
-362
-42% -$355K 0.02% 430
2024
Q4 		$883K Buy
+861
New +$874K 0.03% 319
2024
Q3 		– Sell
-1,118
Closed -$881K – 1701
2024
Q2 		$881K Buy
1,118
+175
+19% +$137K 0.04% 298
2024
Q1 		$786K Buy
943
+236
+33% +$190K 0.03% 339
2023
Q4 		$573K Buy
+707
New +$494K 0.05% 306
2023
Q1 		– Sell
-284
Closed -$201K – 390
2022
Q4 		$201K Buy
+284
New +$190K 0.02% 243
2022
Q3 		– Sell
-389
Closed -$237K – 345
2022
Q2 		$237K Sell
389
-42
-10% -$27.3K 0.03% 228
2022
Q1 		$329K Sell
431
-158
-27% -$123K 0.03% 254
2021
Q4 		$540K Buy
589
+6
+1% +$5.47K 0.04% 201
2021
Q3 		$489K Sell
583
-11
-2% -$9.86K 0.04% 220
2021
Q2 		$520K Buy
594
+88
+17% +$74.3K 0.07% 142
2021
Q1 		$381K Buy
506
+15
+3% +$10.9K 0.06% 147
2020
Q4 		$351K Buy
491
+12
+3% +$7.96K 0.06% 166
2020
Q3 		$275K Sell
479
-50
-9% -$28.5K 0.08% 129
2020
Q2 		$288K Buy
+529
New +$267K 0.12% 121

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

GeoWealth Management's BLK Position: Q2 2026 in Review

GeoWealth Management increased its Blackrock (BLK) stake by 6.3% in Q2 2026, buying an estimated $60K and bringing the position to 978 shares worth $941K. The position accounts for 0.03% of the portfolio, ranked #339.

GeoWealth Management first reported a position in BLK in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.08M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • GeoWealth Management held 978 shares of Blackrock worth $941K as of Q2 2026.
  • GeoWealth Management bought 58 Blackrock shares in Q2 2026, an estimated $60K.
  • Blackrock made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #339 holding.
  • GeoWealth Management first reported a position in Blackrock in Q2 2020 and has held it in 20 quarters since.
  • GeoWealth Management's Blackrock position peaked at $1.08M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.