GRWP
BLK icon

Green Ridge Wealth Planning’s Blackrock BLK Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$259K Sell
245
-13
-5% -$14.2K 0.1% 75
2026
Q2 		$248K Sell
258
-5
-2% -$5.17K 0.1% 75
2026
Q1 		$253K Buy
263
+2
+0.8% +$2.1K 0.13% 69
2025
Q4 		$279K Buy
+261
New +$285K 0.14% 63

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Green Ridge Wealth Planning's BLK Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Blackrock (BLK) stake by 5% in Q3 2026, selling an estimated $14.2K and leaving 245 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #75.

Green Ridge Wealth Planning first reported a position in BLK in Q4 2025 and has held it in 4 quarters since. The position peaked at $279K in Q4 2025. 90 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Green Ridge Wealth Planning held 245 shares of Blackrock worth $259K as of Q3 2026.
  • Green Ridge Wealth Planning sold 13 Blackrock shares in Q3 2026, an estimated $14.2K.
  • Blackrock made up 0.1% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #75 holding.
  • Green Ridge Wealth Planning first reported a position in Blackrock in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Blackrock position peaked at $279K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.