Legacy Capital Wealth Partners’s Blackrock BLK Stock Holding History

Legacy Capital Wealth 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
2026 Q2	$388K	Sell	403 -1,905	-83%	-$1.97M	0.07%	250
2026 Q1	$2.22M	Buy	2,308 +1,862	+417%	+$1.96M	0.46%	34
2025 Q4	$477K	Sell	446 -37	-8%	-$40.5K	0.1%	209
2025 Q3	$563K	Sell	483 -16	-3%	-$17.9K	0.12%	180
2025 Q2	$524K	Buy	499 +12	+2%	+$11.3K	0.12%	184
2025 Q1	$461K	Sell	487 -27	-5%	-$26.5K	0.11%	196
2024 Q4	$527K	Buy	+514	New	+$522K	0.13%	168
2024 Q3	–	Sell	-467	Closed	-$368K	–	359
2024 Q2	$368K	Buy	+467	New	+$364K	0.09%	208
2024 Q1	–	Sell	-344	Closed	-$279K	–	141
2023 Q4	$279K	Buy	+344	New	+$240K	0.08%	228

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Capital Wealth Partners's BLK Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Blackrock (BLK) stake by 83% in Q2 2026, selling an estimated $1.97M and leaving 403 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #250.

Legacy Capital Wealth Partners first reported a position in BLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.22M in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Legacy Capital Wealth Partners held 403 shares of Blackrock worth $388K as of Q2 2026.
Legacy Capital Wealth Partners sold 1,905 Blackrock shares in Q2 2026, an estimated $1.97M.
Blackrock made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #250 holding.
Legacy Capital Wealth Partners first reported a position in Blackrock in Q4 2023 and has held it in 9 quarters since.
Legacy Capital Wealth Partners's Blackrock position peaked at $2.22M in Q1 2026.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.