Kuhn & Co Investment Counsel’s Blackrock BLK Stock Holding History

Kuhn & Co Investment Counsel’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	$598K	Buy	622 +4	+0.6%	+$4.14K	0.35%	77
2026 Q1	$594K	Hold	618	–	–	0.38%	72
2025 Q4	$661K	Buy	618 +3	+0.5%	+$3.28K	0.44%	69
2025 Q3	$717K	Sell	615 -3	-0.5%	-$3.35K	0.57%	57
2025 Q2	$648K	Buy	618 +1	+0.2%	+$946	0.49%	69
2025 Q1	$584K	Sell	617 -1	-0.2%	-$980	0.49%	71
2024 Q4	$634K	Buy	618 +1	+0.2%	+$1.01K	0.54%	61
2024 Q3	$586K	Hold	617	–	–	0.5%	69
2024 Q2	$486K	Hold	617	–	–	0.44%	77
2024 Q1	$514K	Hold	617	–	–	0.48%	73
2023 Q4	$501K	Buy	+617	New	+$431K	0.51%	64

Other funds holding BLK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kuhn & Co Investment Counsel's BLK Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Blackrock (BLK) stake by 0.65% in Q2 2026, buying an estimated $4.14K and bringing the position to 622 shares worth $598K. The position accounts for 0.35% of the portfolio, ranked #77.

Kuhn & Co Investment Counsel first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $717K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Kuhn & Co Investment Counsel held 622 shares of Blackrock worth $598K as of Q2 2026.
Kuhn & Co Investment Counsel bought 4 Blackrock shares in Q2 2026, an estimated $4.14K.
Blackrock made up 0.35% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #77 holding.
Kuhn & Co Investment Counsel first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Blackrock position peaked at $717K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.