Jessup Wealth Management’s Blackrock BLK Stock Holding History

Jessup Wealth Management’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	–	Sell	-150	Closed	-$160K	–	115
2025 Q4	$160K	Buy	+150	New	+$164K	0.05%	90

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jessup Wealth Management's BLK Position: Q1 2026 in Review

Jessup Wealth Management sold out of Blackrock (BLK) in Q1 2026, closing a stake of 150 shares — an estimated $160K sold.

Jessup Wealth Management first reported a position in BLK in Q4 2025 and held it in 1 quarter. The position peaked at $160K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Jessup Wealth Management reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 150 Blackrock shares in Q1 2026, an estimated $160K.
Jessup Wealth Management first reported a position in Blackrock in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Blackrock position peaked at $160K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.