Highline Wealth Partners’s Blackrock BLK Stock Holding History

Highline Wealth Partners’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	$1.77M	Buy	1,839 +5	+0.3%	+$5.17K	0.36%	47
2026 Q1	$1.76M	Sell	1,834 -542	-23%	-$570K	0.45%	40
2025 Q4	$2.54M	Sell	2,376 -199	-8%	-$218K	0.72%	33
2025 Q3	$3M	Buy	2,575 +207	+9%	+$231K	0.81%	33
2025 Q2	$2.49M	Buy	2,368 +49	+2%	+$46.3K	0.74%	34
2025 Q1	$2.19M	Sell	2,319 -2	-0.1%	-$1.96K	0.74%	35
2024 Q4	$2.38M	Sell	2,321 -13	-0.6%	-$13.2K	0.78%	33
2024 Q3	$2.22M	Buy	2,334 +28	+1%	+$24.2K	0.74%	35
2024 Q2	$1.82M	Buy	2,306 +1	+0%	+$780	0.68%	36
2024 Q1	$1.92M	Hold	2,305	–	–	0.78%	30
2023 Q4	$1.87M	Hold	2,305	–	–	0.91%	30
2023 Q3	$1.49M	Hold	2,305	–	–	0.92%	28
2023 Q2	$1.59M	Hold	2,305	–	–	1%	31
2023 Q1	$1.54M	Buy	2,305 +1	+0%	+$704	1.05%	29
2022 Q4	$1.63M	Hold	2,304	–	–	1.2%	27
2022 Q3	$1.27M	Buy	+2,304	New	+$1.51M	1.03%	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

Highline Wealth Partners's BLK Position: Q2 2026 in Review

Highline Wealth Partners increased its Blackrock (BLK) stake by 0.27% in Q2 2026, buying an estimated $5.17K and bringing the position to 1,839 shares worth $1.77M. The position accounts for 0.36% of the portfolio, ranked #47.

Highline Wealth Partners first reported a position in BLK in Q3 2022 and has held it in 16 quarters since. The position peaked at $3M in Q3 2025. 382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Highline Wealth Partners held 1,839 shares of Blackrock worth $1.77M as of Q2 2026.
Highline Wealth Partners bought 5 Blackrock shares in Q2 2026, an estimated $5.17K.
Blackrock made up 0.36% of Highline Wealth Partners's portfolio in Q2 2026, its #47 holding.
Highline Wealth Partners first reported a position in Blackrock in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's Blackrock position peaked at $3M in Q3 2025.
382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.