JSW
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Journey Strategic Wealth’s Blackrock BLK Stock Holding History

Journey Strategic Wealth’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 		$1.33M Buy
1,379
+345
+33% +$363K 0.03% 148
2025
Q4 		$1.11M Buy
1,034
+98
+10% +$107K 0.03% 160
2025
Q3 		$1.09M Buy
936
+29
+3% +$32.4K 0.03% 158
2025
Q2 		$951K Buy
907
+206
+29% +$195K 0.03% 175
2025
Q1 		$663K Buy
701
+20
+3% +$19.6K 0.02% 186
2024
Q4 		$698K Sell
681
-8
-1% -$8.12K 0.03% 167
2024
Q3 		$654K Buy
689
+81
+13% +$70.1K 0.02% 182
2024
Q2 		$479K Buy
608
+322
+113% +$251K 0.02% 164
2024
Q1 		$239K Buy
+286
New +$230K 0.01% 238
2023
Q2 		– Sell
-504
Closed -$337K – 212
2023
Q1 		$337K Sell
504
-39
-7% -$27.5K 0.04% 140
2022
Q4 		$385K Buy
543
+118
+28% +$78.8K 0.05% 123
2022
Q3 		$235K Buy
+425
New +$278K 0.03% 132
2022
Q2 		– Sell
-351
Closed -$268K – 138
2022
Q1 		$268K Buy
351
+2
+0.6% +$1.56K 0.03% 111
2021
Q4 		$320K Buy
+349
New +$318K 0.03% 114

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

Journey Strategic Wealth's BLK Position: Q1 2026 in Review

Journey Strategic Wealth increased its Blackrock (BLK) stake by 33% in Q1 2026, buying an estimated $363K and bringing the position to 1,379 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #148.

Journey Strategic Wealth first reported a position in BLK in Q4 2021 and has held it in 14 quarters since. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Journey Strategic Wealth held 1,379 shares of Blackrock worth $1.33M as of Q1 2026.
  • Journey Strategic Wealth bought 345 Blackrock shares in Q1 2026, an estimated $363K.
  • Blackrock made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #148 holding.
  • Journey Strategic Wealth first reported a position in Blackrock in Q4 2021 and has held it in 14 quarters since.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.