Holistic Planning’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Other funds holding BLK
VCM
VPM
Holistic Planning's BLK Position: Q1 2026 in Review
Holistic Planning reduced its Blackrock (BLK) stake by 7.4% in Q1 2026, selling an estimated $25.3K and leaving 302 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #241.
Holistic Planning first reported a position in BLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $349K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Holistic Planning held 302 shares of Blackrock worth $291K as of Q1 2026.
- Holistic Planning sold 24 Blackrock shares in Q1 2026, an estimated $25.3K.
- Blackrock made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #241 holding.
- Holistic Planning first reported a position in Blackrock in Q2 2025 and has held it in 4 quarters since.
- Holistic Planning's Blackrock position peaked at $349K in Q4 2025.
- 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.