Leo Wealth LLC’s Blackrock BLK Stock Holding History

Leo Wealth LLC’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 Q1	$7.16M	Buy	7,444 +10	+0.1%	+$10.5K	0.52%	45
2025 Q4	$7.96M	Sell	7,434 -564	-7%	-$617K	0.58%	37
2025 Q3	$9.33M	Sell	7,998 -832	-9%	-$930K	1.21%	14
2025 Q2	$9.26M	Sell	8,830 -943	-10%	-$892K	0.72%	28
2025 Q1	$9.25M	Sell	9,773 -2,943	-23%	-$2.88M	1.33%	13
2024 Q4	$13M	Buy	12,716 +5,133	+68%	+$5.21M	1.17%	21
2024 Q3	$7.2M	Sell	7,583 -3,761	-33%	-$3.25M	0.66%	30
2024 Q2	$8.93M	Buy	11,344 +9,021	+388%	+$7.04M	0.91%	21
2024 Q1	$1.94M	Buy	+2,323	New	+$1.87M	0.2%	87

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Leo Wealth LLC's BLK Position: Q1 2026 in Review

Leo Wealth LLC increased its Blackrock (BLK) stake by 0.13% in Q1 2026, buying an estimated $10.5K and bringing the position to 7,444 shares worth $7.16M. The position accounts for 0.52% of the portfolio, ranked #45.

Leo Wealth LLC first reported a position in BLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $13M in Q4 2024. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Leo Wealth LLC held 7,444 shares of Blackrock worth $7.16M as of Q1 2026.
Leo Wealth LLC bought 10 Blackrock shares in Q1 2026, an estimated $10.5K.
Blackrock made up 0.52% of Leo Wealth LLC's portfolio in Q1 2026, its #45 holding.
Leo Wealth LLC first reported a position in Blackrock in Q1 2024 and has held it in 9 quarters since.
Leo Wealth LLC's Blackrock position peaked at $13M in Q4 2024.
2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.