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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
Q3 		$1.46M Sell
1,380
-599
-30% -$654K 0.32% 83
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Legacy Wealth Asset Management's BLK Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Blackrock (BLK) stake by 30% in Q3 2026, selling an estimated $654K and leaving 1,380 shares worth $1.46M. The position accounts for 0.32% of the portfolio, ranked #83.

Legacy Wealth Asset Management first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.16M in Q3 2025. 102 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Legacy Wealth Asset Management held 1,380 shares of Blackrock worth $1.46M as of Q3 2026.
  • Legacy Wealth Asset Management sold 599 Blackrock shares in Q3 2026, an estimated $654K.
  • Blackrock made up 0.32% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #83 holding.
  • Legacy Wealth Asset Management first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Blackrock position peaked at $2.16M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.