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
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

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

Green Ridge Wealth Planning's BLK Position: Q2 2026 in Review

Green Ridge Wealth Planning reduced its Blackrock (BLK) stake by 1.9% in Q2 2026, selling an estimated $5.17K and leaving 258 shares worth $248K. 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 3 quarters since. The position peaked at $279K in Q4 2025. 2,316 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Green Ridge Wealth Planning held 258 shares of Blackrock worth $248K as of Q2 2026.
  • Green Ridge Wealth Planning sold 5 Blackrock shares in Q2 2026, an estimated $5.17K.
  • Blackrock made up 0.1% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #75 holding.
  • Green Ridge Wealth Planning first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Green Ridge Wealth Planning's Blackrock position peaked at $279K in Q4 2025.
  • 2,316 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.