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Holistic Financial Partners’s Blackrock BLK Stock Holding History

Holistic Financial 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
Q1 		$417K Sell
434
-14
-3% -$14.7K 0.16% 68
2025
Q4 		$480K Sell
448
-40
-8% -$43.7K 0.17% 60
2025
Q3 		$569K Sell
488
-9
-2% -$10.1K 0.23% 55
2025
Q2 		$521K Buy
497
+17
+4% +$16.1K 0.23% 51
2025
Q1 		$454K Sell
480
-55
-10% -$53.9K 0.22% 56
2024
Q4 		$548K Sell
535
-16
-3% -$16.2K 0.27% 47
2024
Q3 		$523K Buy
551
+98
+22% +$84.8K 0.25% 48
2024
Q2 		$357K Sell
453
-41
-8% -$32K 0.18% 67
2024
Q1 		$412K Sell
494
-113
-19% -$90.8K 0.21% 62
2023
Q4 		$493K Buy
607
+38
+7% +$26.5K 0.3% 44
2023
Q3 		$368K Buy
569
+15
+3% +$10.5K 0.24% 54
2023
Q2 		$383K Buy
554
+29
+6% +$19.4K 0.27% 51
2023
Q1 		$351K Buy
525
+26
+5% +$18.3K 0.27% 58
2022
Q4 		$354K Sell
499
-22
-4% -$14.7K 0.32% 52
2022
Q3 		$287K Buy
521
+7
+1% +$4.58K 0.28% 58
2022
Q2 		$313K Buy
514
+3
+0.6% +$1.95K 0.3% 54
2022
Q1 		$390K Buy
511
+133
+35% +$104K 0.25% 52
2021
Q4 		$346K Buy
378
+38
+11% +$34.7K 0.2% 71
2021
Q3 		$285K Hold
340
– – 0.18% 84
2021
Q2 		$297K Buy
340
+61
+22% +$51.5K 0.18% 85
2021
Q1 		$210K Buy
+279
New +$202K 0.14% 102
2018
Q2 		– Sell
-122
Closed -$66K – 74
2018
Q1 		$66K Buy
122
+5
+4% +$2.75K 0.06% 159
2017
Q4 		$60K Buy
+117
New +$56.9K 0.05% 173

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Financial Partners's BLK Position: Q1 2026 in Review

Holistic Financial Partners reduced its Blackrock (BLK) stake by 3.1% in Q1 2026, selling an estimated $14.7K and leaving 434 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #68.

Holistic Financial Partners first reported a position in BLK in Q4 2017 and has held it in 23 quarters since. The position peaked at $569K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Holistic Financial Partners held 434 shares of Blackrock worth $417K as of Q1 2026.
  • Holistic Financial Partners sold 14 Blackrock shares in Q1 2026, an estimated $14.7K.
  • Blackrock made up 0.16% of Holistic Financial Partners's portfolio in Q1 2026, its #68 holding.
  • Holistic Financial Partners first reported a position in Blackrock in Q4 2017 and has held it in 23 quarters since.
  • Holistic Financial Partners's Blackrock position peaked at $569K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.