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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's BLK Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Blackrock (BLK) stake by 31% in Q2 2026, buying an estimated $91K and bringing the position to 374 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #419.

Kovitz Investment Group Partners first reported a position in BLK in Q1 2019 and has held it in 30 quarters since. The position peaked at $24.6M in Q3 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Kovitz Investment Group Partners held 374 shares of Blackrock worth $360K as of Q2 2026.
  • Kovitz Investment Group Partners bought 88 Blackrock shares in Q2 2026, an estimated $91K.
  • Blackrock made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #419 holding.
  • Kovitz Investment Group Partners first reported a position in Blackrock in Q1 2019 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Blackrock position peaked at $24.6M in Q3 2025.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.