Keebeck Wealth Management’s Blackrock BLK Stock Holding History

Keebeck 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 Q2	–	Sell	-227	Closed	-$218K	–	476
2026 Q1	$218K	Sell	227 -95	-30%	-$99.9K	0.02%	392
2025 Q4	$345K	Buy	322 +2	+0.6%	+$2.19K	0.04%	276
2025 Q3	$373K	Sell	320 -11	-3%	-$12.3K	0.04%	264
2025 Q2	$347K	Buy	331 +106	+47%	+$100K	0.05%	261
2025 Q1	$213K	Hold	225	–	–	0.03%	259
2024 Q4	$231K	Hold	225	–	–	0.03%	253
2024 Q3	$214K	Buy	+225	New	+$195K	0.03%	241
2023 Q4	–	Sell	-332	Closed	-$215K	–	263
2023 Q3	$215K	Sell	332 -3	-0.9%	-$2.1K	0.04%	240
2023 Q2	$232K	Hold	335	–	–	0.03%	244
2023 Q1	$224K	Hold	335	–	–	0.04%	234
2022 Q4	$237K	Buy	+335	New	+$224K	0.04%	217
2022 Q3	–	Sell	-436	Closed	-$266K	–	227
2022 Q2	$266K	Sell	436 -745	-63%	-$485K	0.05%	199
2022 Q1	$902K	Hold	1,181	–	–	0.15%	120
2021 Q4	$1.08M	Hold	1,181	–	–	0.19%	103
2021 Q3	$990K	Hold	1,181	–	–	0.2%	104
2021 Q2	$1.03M	Hold	1,181	–	–	0.15%	119
2021 Q1	$890K	Sell	1,181 -60	-5%	-$43.5K	0.14%	119
2020 Q4	$895K	Hold	1,241	–	–	0.16%	106
2020 Q3	$699K	Buy	1,241 +21	+2%	+$12K	0.14%	109
2020 Q2	$663K	Hold	1,220	–	–	0.21%	90
2020 Q1	$536K	Hold	1,220	–	–	0.22%	88
2019 Q4	$613K	Buy	+1,220	New	+$579K	0.19%	88

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keebeck Wealth Management's BLK Position: Q2 2026 in Review

Keebeck Wealth Management sold out of Blackrock (BLK) in Q2 2026, closing a stake of 227 shares — an estimated $218K sold.

Keebeck Wealth Management first reported a position in BLK in Q4 2019 and held it in 22 quarters. The position peaked at $1.08M in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Keebeck Wealth Management reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
Keebeck Wealth Management sold 227 Blackrock shares in Q2 2026, an estimated $218K.
Keebeck Wealth Management first reported a position in Blackrock in Q4 2019 and held it in 22 quarters.
Keebeck Wealth Management's Blackrock position peaked at $1.08M in Q4 2021.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.