Golden State Wealth Management’s Blackrock BLK Stock Holding History

Golden State 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	$228K	Buy	237 +1	+0.4%	+$1.03K	0.02%	401
2026 Q1	$227K	Sell	236 -2	-0.8%	-$2.1K	0.02%	371
2025 Q4	$255K	Buy	238 +8	+3%	+$8.75K	0.03%	351
2025 Q3	$269K	Sell	230 -19	-8%	-$21.2K	0.03%	333
2025 Q2	$262K	Sell	249 -19	-7%	-$18K	0.03%	323
2025 Q1	$254K	Buy	268 +5	+2%	+$4.9K	0.04%	309
2024 Q4	$270K	Buy	+263	New	+$267K	0.04%	279
2020 Q2	–	Sell	-136	Closed	-$60K	–	274
2020 Q1	$60K	Buy	+136	New	+$67K	0.03%	328
2019 Q4	–	Sell	-76	Closed	-$34K	–	149
2019 Q3	$34K	Buy	76 +22	+41%	+$9.8K	0.01%	511
2019 Q2	$25K	Sell	54 -129	-70%	-$58.4K	0.01%	576
2019 Q1	$78K	Buy	+183	New	+$76.8K	0.03%	359

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

Golden State Wealth Management's BLK Position: Q2 2026 in Review

Golden State Wealth Management increased its Blackrock (BLK) stake by 0.42% in Q2 2026, buying an estimated $1.03K and bringing the position to 237 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #401.

Golden State Wealth Management first reported a position in BLK in Q1 2019 and has held it in 11 quarters since. The position peaked at $270K in Q4 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Golden State Wealth Management held 237 shares of Blackrock worth $228K as of Q2 2026.
Golden State Wealth Management bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
Blackrock made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #401 holding.
Golden State Wealth Management first reported a position in Blackrock in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Blackrock position peaked at $270K in Q4 2024.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.