LOWM
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Laurel Oak Wealth Management’s Blackrock BLK Stock Holding History

Laurel Oak Wealth Management’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 		$359K Sell
373
-5
-1% -$5.17K 0.05% 253
2026
Q1 		$364K Sell
378
-20
-5% -$21K 0.06% 235
2025
Q4 		$426K Buy
+398
New +$435K 0.07% 210

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

Laurel Oak Wealth Management's BLK Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Blackrock (BLK) stake by 1.3% in Q2 2026, selling an estimated $5.17K and leaving 373 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #253.

Laurel Oak Wealth Management first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $426K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Laurel Oak Wealth Management held 373 shares of Blackrock worth $359K as of Q2 2026.
  • Laurel Oak Wealth Management sold 5 Blackrock shares in Q2 2026, an estimated $5.17K.
  • Blackrock made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Laurel Oak Wealth Management first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Blackrock position peaked at $426K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.