HWMG
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Hurlow Wealth Management Group’s Blackrock BLK Stock Holding History

Hurlow Wealth Management Group’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 		$359K Buy
373
+1
+0.3% +$1.05K 0.09% 78
2025
Q4 		$398K Sell
372
-27
-7% -$29.5K 0.1% 67
2025
Q3 		$465K Hold
399
– – 0.12% 61
2025
Q2 		$419K Sell
399
-29
-7% -$27.4K 0.12% 77
2025
Q1 		$405K Hold
428
– – 0.13% 76
2024
Q4 		$439K Buy
+428
New +$434K 0.14% 70
2024
Q3 		– Sell
-457
Closed -$360K – 119
2024
Q2 		$360K Sell
457
-13
-3% -$10.1K 0.12% 78
2024
Q1 		$392K Buy
470
+1
+0.2% +$803 0.14% 75
2023
Q4 		$381K Sell
469
-16
-3% -$11.2K 0.14% 75
2023
Q3 		$314K Buy
485
+1
+0.2% +$699 0.14% 81
2023
Q2 		$335K Buy
484
+1
+0.2% +$670 0.14% 77
2023
Q1 		$323K Sell
483
-2
-0.4% -$1.41K 0.15% 76
2022
Q4 		$344K Buy
485
+4
+0.8% +$2.67K 0.18% 73
2022
Q3 		$265K Hold
481
– – 0.15% 76
2022
Q2 		$293K Hold
481
– – 0.17% 72
2022
Q1 		$368K Sell
481
-23
-5% -$18K 0.23% 66
2021
Q4 		$353K Hold
504
– – 0.28% 62
2021
Q3 		$423K Hold
504
– – 0.25% 57
2021
Q2 		$441K Sell
504
-8
-2% -$6.76K 0.29% 53
2021
Q1 		$386K Buy
512
+54
+12% +$39.2K 0.28% 63
2020
Q4 		$330K Hold
458
– – 0.26% 66
2020
Q3 		$258K Hold
458
– – 0.24% 71
2020
Q2 		$253K Hold
458
– – 0.24% 77
2020
Q1 		$203K Sell
458
-71
-13% -$35K 0.22% 87
2019
Q4 		$279K Hold
529
– – 0.27% 81
2019
Q3 		$230K Hold
529
– – 0.24% 84
2019
Q2 		$250K Hold
529
– – 0.26% 79
2019
Q1 		$257K Hold
529
– – 0.28% 78
2018
Q4 		$214K Buy
+529
New +$217K 0.26% 84

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

Hurlow Wealth Management Group's BLK Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Blackrock (BLK) stake by 0.27% in Q1 2026, buying an estimated $1.05K and bringing the position to 373 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #78.

Hurlow Wealth Management Group first reported a position in BLK in Q4 2018 and has held it in 29 quarters since. The position peaked at $465K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Hurlow Wealth Management Group held 373 shares of Blackrock worth $359K as of Q1 2026.
  • Hurlow Wealth Management Group bought 1 Blackrock share in Q1 2026, an estimated $1.05K.
  • Blackrock made up 0.09% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #78 holding.
  • Hurlow Wealth Management Group first reported a position in Blackrock in Q4 2018 and has held it in 29 quarters since.
  • Hurlow Wealth Management Group's Blackrock position peaked at $465K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.