Grant Private Wealth Management’s Blackrock BLK Stock Holding History

Grant Private 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	$1.05M	Buy	1,092 +81	+8%	+$83.8K	0.44%	44
2026 Q1	$972K	Buy	1,011 +49	+5%	+$51.6K	0.52%	45
2025 Q4	$1.03M	Buy	962 +106	+12%	+$116K	0.62%	34
2025 Q3	$998K	Buy	856 +79	+10%	+$88.3K	0.62%	34
2025 Q2	$815K	Sell	777 -88	-10%	-$83.2K	0.46%	37
2025 Q1	$819K	Buy	865 +65	+8%	+$63.7K	0.88%	31
2024 Q4	$820K	Buy	+800	New	+$812K	0.88%	28

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Grant Private Wealth Management's BLK Position: Q2 2026 in Review

Grant Private Wealth Management increased its Blackrock (BLK) stake by 8% in Q2 2026, buying an estimated $83.8K and bringing the position to 1,092 shares worth $1.05M. The position accounts for 0.44% of the portfolio, ranked #44.

Grant Private Wealth Management first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Grant Private Wealth Management held 1,092 shares of Blackrock worth $1.05M as of Q2 2026.
Grant Private Wealth Management bought 81 Blackrock shares in Q2 2026, an estimated $83.8K.
Blackrock made up 0.44% of Grant Private Wealth Management's portfolio in Q2 2026, its #44 holding.
Grant Private Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.