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Holistic Planning’s Blackrock BLK Stock Holding History

Holistic 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 		$313K Buy
325
+23
+8% +$23.8K 0.05% 271
2026
Q1 		$291K Sell
302
-24
-7% -$25.3K 0.06% 241
2025
Q4 		$349K Buy
326
+51
+19% +$55.8K 0.07% 205
2025
Q3 		$320K Sell
275
-52
-16% -$58.1K 0.08% 177
2025
Q2 		$343K Buy
+327
New +$309K 0.1% 157

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

Holistic Planning's BLK Position: Q2 2026 in Review

Holistic Planning increased its Blackrock (BLK) stake by 7.6% in Q2 2026, buying an estimated $23.8K and bringing the position to 325 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #271.

Holistic Planning first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $349K in Q4 2025. 2,327 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Holistic Planning held 325 shares of Blackrock worth $313K as of Q2 2026.
  • Holistic Planning bought 23 Blackrock shares in Q2 2026, an estimated $23.8K.
  • Blackrock made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #271 holding.
  • Holistic Planning first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • Holistic Planning's Blackrock position peaked at $349K in Q4 2025.
  • 2,327 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.