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Legacy Wealth Asset Management’s Blackrock BLK Stock Holding History

Legacy Wealth Asset 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 		$1.9M Buy
1,979
+14
+0.7% +$14.5K 0.42% 54
2026
Q1 		$1.89M Buy
1,965
+151
+8% +$159K 0.46% 45
2025
Q4 		$1.94M Sell
1,814
-42
-2% -$45.9K 0.48% 45
2025
Q3 		$2.16M Buy
1,856
+1,003
+118% +$1.12M 0.53% 36
2025
Q2 		$895K Sell
853
-12
-1% -$11.3K 0.23% 113
2025
Q1 		$819K Sell
865
-17
-2% -$16.7K 0.23% 116
2024
Q4 		$904K Buy
+882
New +$895K 0.25% 107
2024
Q3 		– Sell
-920
Closed -$724K – 346
2024
Q2 		$724K Buy
920
+9
+1% +$7.02K 0.2% 135
2024
Q1 		$760K Buy
911
+3
+0.3% +$2.41K 0.21% 137
2023
Q4 		$737K Sell
908
-11
-1% -$7.68K 0.24% 126
2023
Q3 		$594K Buy
919
+3
+0.3% +$2.1K 0.22% 154
2023
Q2 		$633K Sell
916
-222
-20% -$149K 0.22% 151
2023
Q1 		$761K Sell
1,138
-1
-0.1% -$704 0.27% 110
2022
Q4 		$807K Sell
1,139
-3
-0.3% -$2K 0.31% 107
2022
Q3 		$628K Sell
1,142
-160
-12% -$105K 0.27% 125
2022
Q2 		$793K Buy
1,302
+28
+2% +$18.2K 0.32% 123
2022
Q1 		$974K Buy
1,274
+33
+3% +$25.8K 0.35% 106
2021
Q4 		$1.14M Buy
1,241
+11
+0.9% +$10K 0.38% 69
2021
Q3 		$1.03M Sell
1,230
-3
-0.2% -$2.69K 0.47% 58
2021
Q2 		$1.08M Sell
1,233
-13
-1% -$11K 0.48% 54
2021
Q1 		$939K Buy
1,246
+13
+1% +$9.43K 0.43% 66
2020
Q4 		$890K Buy
+1,233
New +$818K 0.45% 62

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

Legacy Wealth Asset Management's BLK Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Blackrock (BLK) stake by 0.71% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,979 shares worth $1.9M. The position accounts for 0.42% of the portfolio, ranked #54.

Legacy Wealth Asset Management first reported a position in BLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.16M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Legacy Wealth Asset Management held 1,979 shares of Blackrock worth $1.9M as of Q2 2026.
  • Legacy Wealth Asset Management bought 14 Blackrock shares in Q2 2026, an estimated $14.5K.
  • Blackrock made up 0.42% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #54 holding.
  • Legacy Wealth Asset Management first reported a position in Blackrock in Q4 2020 and has held it in 22 quarters since.
  • Legacy Wealth Asset Management's Blackrock position peaked at $2.16M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.