Loring Wolcott & Coolidge Fiduciary Advisors’s Blackrock BLK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$1.38M	Buy	1,434 +1,018	+245%	+$1.05M	0.01%	149
2026 Q1	$416K	Hold	416	–	–	﹤0.01%	252
2025 Q4	$460K	Sell	416 -100	-19%	-$109K	﹤0.01%	249
2025 Q3	$581K	Sell	516 -100	-16%	-$112K	0.01%	226
2025 Q2	$646K	Sell	616 -58	-9%	-$54.8K	0.01%	189
2025 Q1	$602K	Hold	674	–	–	0.01%	193
2024 Q4	$694K	Buy	+674	New	+$684K	0.01%	195
2024 Q3	–	Sell	-716	Closed	-$604K	–	574
2024 Q2	$604K	Buy	716 +261	+57%	+$204K	0.01%	192
2024 Q1	$346K	Buy	455 +12	+3%	+$9.64K	﹤0.01%	224
2023 Q4	$343K	Hold	443	–	–	﹤0.01%	225
2023 Q3	$286K	Sell	443 -24	-5%	-$16.8K	﹤0.01%	244
2023 Q2	$323K	Sell	467 -100	-18%	-$67K	﹤0.01%	241
2023 Q1	$379K	Sell	567 -89	-14%	-$62.7K	﹤0.01%	224
2022 Q4	$465K	Sell	656 -52	-7%	-$34.7K	0.01%	202
2022 Q3	$390K	Sell	708 -43	-6%	-$28.1K	0.01%	220
2022 Q2	$457K	Buy	751 +27	+4%	+$17.6K	0.01%	216
2022 Q1	$553K	Sell	724 -220	-23%	-$172K	0.01%	204
2021 Q4	$864K	Sell	944 -24	-2%	-$21.9K	0.01%	188
2021 Q3	$812K	Sell	968 -1	-0.1%	-$896	0.01%	185
2021 Q2	$848K	Buy	969 +207	+27%	+$175K	0.01%	184
2021 Q1	$575K	Buy	762 +86	+13%	+$62.4K	0.01%	202
2020 Q4	$488K	Buy	676 +184	+37%	+$122K	0.01%	207
2020 Q3	$277K	Hold	492	–	–	﹤0.01%	239
2020 Q2	$268K	Buy	492 +2	+0.4%	+$1.01K	﹤0.01%	225
2020 Q1	$216K	Buy	490 +10	+2%	+$4.93K	﹤0.01%	230
2019 Q4	$241K	Sell	480 -175	-27%	-$83K	﹤0.01%	258
2019 Q3	$292K	Sell	655 -50	-7%	-$22.3K	﹤0.01%	227
2019 Q2	$331K	Sell	705 -195	-22%	-$88.2K	﹤0.01%	221
2019 Q1	$385K	Sell	900 -30	-3%	-$12.6K	0.01%	209
2018 Q4	$365K	Buy	930 +335	+56%	+$137K	0.01%	214
2018 Q3	$280K	Hold	595	–	–	﹤0.01%	237
2018 Q2	$297K	Hold	595	–	–	0.01%	241
2018 Q1	$322K	Hold	595	–	–	0.01%	231
2017 Q4	$306K	Buy	595 +40	+7%	+$19.4K	0.01%	237
2017 Q3	$248K	Hold	555	–	–	﹤0.01%	254
2017 Q2	$237K	Hold	555	–	–	﹤0.01%	258
2017 Q1	$213K	Buy	555 +125	+29%	+$47.8K	﹤0.01%	270
2016 Q4	$164K	Hold	430	–	–	﹤0.01%	287
2016 Q3	$156K	Hold	430	–	–	﹤0.01%	287
2016 Q2	$147K	Hold	430	–	–	﹤0.01%	288
2016 Q1	$146K	Hold	430	–	–	﹤0.01%	274
2015 Q4	$146K	Hold	430	–	–	﹤0.01%	293
2015 Q3	$149K	Hold	430	–	–	﹤0.01%	308
2015 Q2	$149K	Sell	430 -45	-9%	-$16.4K	﹤0.01%	308
2015 Q1	$174K	Hold	475	–	–	﹤0.01%	304
2014 Q4	$170K	Hold	475	–	–	﹤0.01%	299
2014 Q3	$156K	Hold	475	–	–	﹤0.01%	297
2014 Q2	$152K	Hold	475	–	–	﹤0.01%	307
2014 Q1	$149K	Sell	475 -40	-8%	-$12.2K	﹤0.01%	296
2013 Q4	$163K	Buy	515 +175	+51%	+$52.2K	﹤0.01%	275
2013 Q3	$92K	Buy	340 +40	+13%	+$10.9K	﹤0.01%	318
2013 Q2	$77K	Buy	+300	New	+$80.4K	﹤0.01%	349

Other funds holding BLK

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BLK Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Blackrock (BLK) stake by 245% in Q2 2026, buying an estimated $1.05M and bringing the position to 1,434 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #149.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BLK in Q2 2013 and has held it in 52 quarters since. 1,485 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,434 shares of Blackrock worth $1.38M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 1,018 Blackrock shares in Q2 2026, an estimated $1.05M.
Blackrock made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #149 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Blackrock in Q2 2013 and has held it in 52 quarters since.
1,485 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.