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
2020
Q2 		– Sell
-23
Closed -$350K – 382
2020
Q1 		$350K Buy
+23
New +$11.3K 0.01% 317

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

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. 2,324 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.
  • 2,324 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.