HAP
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Harbor Asset Planning’s Blackrock BLK Stock Holding History

Harbor Asset 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 		$11.7K Hold
12
– – 0.01% 341
2026
Q1 		$11.7K Hold
12
– – 0.01% 335
2025
Q4 		$13K Hold
12
– – 0.01% 323
2025
Q3 		$14.2K Hold
12
– – 0.01% 302
2025
Q2 		$12.8K Buy
+12
New +$11.3K 0.01% 300

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Harbor Asset Planning's BLK Position: Q2 2026 in Review

Harbor Asset Planning held its Blackrock (BLK) position steady in Q2 2026 at 12 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #341.

Harbor Asset Planning first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.2K in Q3 2025. 649 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Harbor Asset Planning held 12 shares of Blackrock worth $11.7K as of Q2 2026.
  • Harbor Asset Planning left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #341 holding.
  • Harbor Asset Planning first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Blackrock position peaked at $14.2K in Q3 2025.
  • 649 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.