Klingman & Associates’s Blackrock BLK Stock Holding History

Klingman & Associates’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	$829K	Sell	862 -74	-8%	-$77.9K	0.04%	143
2025 Q4	$1M	Sell	936 -84	-8%	-$91.8K	0.05%	131
2025 Q3	$1.19M	Sell	1,020 -55	-5%	-$61.5K	0.06%	112
2025 Q2	$1.13M	Buy	1,075 +391	+57%	+$370K	0.06%	107
2025 Q1	$647K	Buy	684 +193	+39%	+$189K	0.04%	131
2024 Q4	$503K	Buy	491 +3	+0.6%	+$3.04K	0.03%	150
2024 Q3	$463K	Buy	+488	New	+$422K	0.03%	166
2023 Q3	–	Sell	-390	Closed	-$270K	–	221
2023 Q2	$270K	Buy	+390	New	+$261K	0.02%	179
2016 Q4	–	Sell	-100	Closed	-$36K	–	122
2016 Q3	$36K	Buy	+100	New	+$36.4K	0.01%	208

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

Klingman & Associates's BLK Position: Q1 2026 in Review

Klingman & Associates reduced its Blackrock (BLK) stake by 7.9% in Q1 2026, selling an estimated $77.9K and leaving 862 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #143.

Klingman & Associates first reported a position in BLK in Q3 2016 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Klingman & Associates held 862 shares of Blackrock worth $829K as of Q1 2026.
Klingman & Associates sold 74 Blackrock shares in Q1 2026, an estimated $77.9K.
Blackrock made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #143 holding.
Klingman & Associates first reported a position in Blackrock in Q3 2016 and has held it in 9 quarters since.
Klingman & Associates's Blackrock position peaked at $1.19M in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.