HWM
BLK icon

HB Wealth Management’s Blackrock BLK Stock Holding History

HB 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 		$8.49M Buy
8,826
+100
+1% +$103K 0.05% 190
2026
Q1 		$8.39M Buy
8,726
+523
+6% +$550K 0.05% 180
2025
Q4 		$8.78M Buy
8,203
+228
+3% +$249K 0.06% 172
2025
Q3 		$9.3M Buy
7,975
+1,727
+28% +$1.93M 0.06% 161
2025
Q2 		$6.56M Sell
6,248
-1,956
-24% -$1.85M 0.05% 189
2025
Q1 		$7.77M Buy
8,204
+1,787
+28% +$1.75M 0.07% 165
2024
Q4 		$6.58M Buy
+6,417
New +$6.51M 0.07% 136
2024
Q3 		– Sell
-3,417
Closed -$2.69M – 984
2024
Q2 		$2.69M Buy
3,417
+105
+3% +$81.9K 0.03% 223
2024
Q1 		$2.76M Buy
3,312
+456
+16% +$366K 0.03% 203
2023
Q4 		$2.32M Buy
2,856
+381
+15% +$266K 0.03% 201
2023
Q3 		$1.6M Sell
2,475
-124
-5% -$86.6K 0.03% 239
2023
Q2 		$1.8M Buy
2,599
+97
+4% +$65K 0.03% 219
2023
Q1 		$1.67M Sell
2,502
-42
-2% -$29.6K 0.03% 220
2022
Q4 		$1.8M Buy
2,544
+227
+10% +$152K 0.03% 209
2022
Q3 		$1.27M Buy
2,317
+435
+23% +$285K 0.03% 226
2022
Q2 		$1.15M Buy
1,882
+191
+11% +$124K 0.02% 237
2022
Q1 		$1.29M Buy
1,691
+304
+22% +$238K 0.02% 236
2021
Q4 		$1.27M Buy
+1,387
New +$1.27M 0.03% 207

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

HB Wealth Management's BLK Position: Q2 2026 in Review

HB Wealth Management increased its Blackrock (BLK) stake by 1.1% in Q2 2026, buying an estimated $103K and bringing the position to 8,826 shares worth $8.49M. The position accounts for 0.05% of the portfolio, ranked #190.

HB Wealth Management first reported a position in BLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.3M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • HB Wealth Management held 8,826 shares of Blackrock worth $8.49M as of Q2 2026.
  • HB Wealth Management bought 100 Blackrock shares in Q2 2026, an estimated $103K.
  • Blackrock made up 0.05% of HB Wealth Management's portfolio in Q2 2026, its #190 holding.
  • HB Wealth Management first reported a position in Blackrock in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Blackrock position peaked at $9.3M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.