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Lake Street Private Wealth’s Blackrock BLK Stock Holding History

Lake Street Private Wealth’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 		$909K Sell
945
-21
-2% -$21.7K 0.1% 129
2026
Q1 		$929K Sell
966
-54
-5% -$56.8K 0.12% 119
2025
Q4 		$1.09M Sell
1,020
-199
-16% -$218K 0.13% 113
2025
Q3 		$1.42M Buy
1,219
+8
+0.7% +$8.94K 0.18% 95
2025
Q2 		$1.27M Sell
1,211
-39
-3% -$36.9K 0.18% 94
2025
Q1 		$1.18M Buy
1,250
+40
+3% +$39.2K 0.19% 97
2024
Q4 		$1.24M Sell
1,210
-16
-1% -$16.2K 0.2% 93
2024
Q3 		$1.16M Sell
1,226
-531
-30% -$460K 0.19% 99
2024
Q2 		$1.38M Sell
1,757
-980
-36% -$765K 0.18% 118
2024
Q1 		$2.28M Buy
2,737
+1,453
+113% +$1.17M 0.32% 84
2023
Q4 		$1.04M Sell
1,284
-34
-3% -$23.7K 0.16% 126
2023
Q3 		$850K Sell
1,318
-5
-0.4% -$3.49K 0.15% 135
2023
Q2 		$914K Buy
1,323
+217
+20% +$145K 0.16% 138
2023
Q1 		$740K Buy
1,106
+83
+8% +$58.5K 0.14% 148
2022
Q4 		$727K Buy
1,023
+203
+25% +$136K 0.15% 146
2022
Q3 		$451K Sell
820
-6
-0.7% -$3.93K 0.1% 175
2022
Q2 		$503K Sell
826
-252
-23% -$164K 0.11% 166
2022
Q1 		$824K Buy
1,078
+29
+3% +$22.7K 0.15% 140
2021
Q4 		$960K Sell
1,049
-85
-7% -$77.6K 0.17% 136
2021
Q3 		$951K Buy
1,134
+26
+2% +$23.3K 0.23% 106
2021
Q2 		$974K Sell
1,108
-69
-6% -$58.3K 0.25% 100
2021
Q1 		$887K Buy
1,177
+60
+5% +$43.5K 0.25% 103
2020
Q4 		$806K Sell
1,117
-89
-7% -$59K 0.23% 106
2020
Q3 		$679K Sell
1,206
-6
-0.5% -$3.42K 0.23% 100
2020
Q2 		$659K Buy
1,212
+188
+18% +$94.9K 0.24% 95
2020
Q1 		$450K Buy
1,024
+326
+47% +$161K 0.2% 97
2019
Q4 		$351K Buy
+698
New +$331K 0.13% 134

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 $3.37T 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 $1.55T 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

Lake Street Private Wealth's BLK Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Blackrock (BLK) stake by 2.2% in Q2 2026, selling an estimated $21.7K and leaving 945 shares worth $909K. The position accounts for 0.1% of the portfolio, ranked #129.

Lake Street Private Wealth first reported a position in BLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.28M in Q1 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Lake Street Private Wealth held 945 shares of Blackrock worth $909K as of Q2 2026.
  • Lake Street Private Wealth sold 21 Blackrock shares in Q2 2026, an estimated $21.7K.
  • Blackrock made up 0.1% of Lake Street Private Wealth's portfolio in Q2 2026, its #129 holding.
  • Lake Street Private Wealth first reported a position in Blackrock in Q4 2019 and has held it in 27 quarters since.
  • Lake Street Private Wealth's Blackrock position peaked at $2.28M in Q1 2024.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.