Kovitz Investment Group Partners
BLK icon

Kovitz Investment Group Partners’s Blackrock BLK Stock Holding History

Kovitz Investment Group Partners’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 		$275K Buy
286
+2
+0.7% +$2.1K 0.01% 455
2025
Q4 		$304K Sell
284
-20,774
-99% -$22.7M 0.01% 435
2025
Q3 		$24.6M Buy
21,058
+107
+0.5% +$120K 0.1% 192
2025
Q2 		$22M Buy
20,951
+200
+1% +$189K 0.09% 188
2025
Q1 		$19.6M Buy
20,751
+11,885
+134% +$11.6M 0.1% 173
2024
Q4 		$9.09M Sell
8,866
-12,767
-59% -$13M 0.04% 284
2024
Q3 		$18.5M Buy
21,633
+6,127
+40% +$5.3M 0.13% 144
2024
Q2 		$12.2M Sell
15,506
-459
-3% -$358K 0.1% 142
2024
Q1 		$13.3M Buy
15,965
+8,474
+113% +$6.81M 0.17% 85
2023
Q4 		$6.08M Sell
7,491
-37
-0.5% -$25.8K 0.1% 123
2023
Q3 		$4.87M Sell
7,528
-166
-2% -$116K 0.09% 143
2023
Q2 		$5.32M Sell
7,694
-87
-1% -$58.3K 0.08% 135
2023
Q1 		$5.21M Buy
7,781
+377
+5% +$266K 0.09% 145
2022
Q4 		$5.25M Buy
7,404
+51
+0.7% +$34.1K 0.1% 149
2022
Q3 		$4.05M Buy
7,353
+121
+2% +$79.2K 0.09% 165
2022
Q2 		$4.4M Buy
7,232
+381
+6% +$248K 0.1% 166
2022
Q1 		$5.24M Buy
6,851
+270
+4% +$211K 0.1% 153
2021
Q4 		$4.75M Sell
6,581
-181
-3% -$165K 0.11% 127
2021
Q3 		$5.67M Sell
6,762
-34
-0.5% -$30.5K 0.11% 133
2021
Q2 		$5.95M Buy
6,796
+50
+0.7% +$42.2K 0.12% 138
2021
Q1 		$5.09M Buy
6,746
+190
+3% +$138K 0.12% 134
2020
Q4 		$4.73M Sell
6,556
-406
-6% -$269K 0.12% 121
2020
Q3 		$3.92M Sell
6,962
-123
-2% -$70.2K 0.11% 130
2020
Q2 		$3.85M Sell
7,085
-939
-12% -$474K 0.12% 123
2020
Q1 		$3.53M Buy
8,024
+5,911
+280% +$2.91M 0.13% 123
2019
Q4 		$1.06M Hold
2,113
– – 0.03% 261
2019
Q3 		$942K Sell
2,113
-14
-0.7% -$6.23K 0.03% 269
2019
Q2 		$998K Sell
2,127
-147
-6% -$66.5K 0.03% 267
2019
Q1 		$972K Buy
+2,274
New +$954K 0.03% 280

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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

Kovitz Investment Group Partners's BLK Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Blackrock (BLK) stake by 0.7% in Q1 2026, buying an estimated $2.1K and bringing the position to 286 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #455.

Kovitz Investment Group Partners first reported a position in BLK in Q1 2019 and has held it in 29 quarters since. The position peaked at $24.6M in Q3 2025. 2,327 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Kovitz Investment Group Partners held 286 shares of Blackrock worth $275K as of Q1 2026.
  • Kovitz Investment Group Partners bought 2 Blackrock shares in Q1 2026, an estimated $2.1K.
  • Blackrock made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #455 holding.
  • Kovitz Investment Group Partners first reported a position in Blackrock in Q1 2019 and has held it in 29 quarters since.
  • Kovitz Investment Group Partners's Blackrock position peaked at $24.6M in Q3 2025.
  • 2,327 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.