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Marion Wealth Management’s Blackrock BLK Stock Holding History

Marion Wealth 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 		$2.73M Buy
2,841
+133
+5% +$138K 0.56% 44
2026
Q1 		$2.6M Buy
2,708
+233
+9% +$245K 0.58% 45
2025
Q4 		$2.8M Buy
2,475
+60
+2% +$65.6K 0.62% 41
2025
Q3 		$2.82M Sell
2,415
-19
-0.8% -$21.2K 0.67% 39
2025
Q2 		$2.55M Buy
2,434
+55
+2% +$52K 0.64% 40
2025
Q1 		$2.25M Sell
2,379
-167
-7% -$164K 0.6% 45
2024
Q4 		$2.61M Buy
2,546
+95
+4% +$96.4K 0.69% 38
2024
Q3 		$2.33M Buy
2,451
+91
+4% +$78.8K 0.62% 44
2024
Q2 		$1.86M Buy
2,360
+84
+4% +$65.5K 0.55% 45
2024
Q1 		$1.9M Sell
2,276
-39
-2% -$31.3K 0.57% 47
2023
Q4 		$1.88M Buy
2,315
+123
+6% +$85.9K 0.6% 44
2023
Q3 		$1.42M Buy
2,192
+60
+3% +$41.9K 0.5% 46
2023
Q2 		$1.47M Buy
2,132
+52
+3% +$34.8K 0.52% 44
2023
Q1 		$1.39M Buy
2,080
+27
+1% +$19K 0.52% 42
2022
Q4 		$1.45M Buy
2,053
+265
+15% +$177K 0.61% 38
2022
Q3 		$984K Buy
1,788
+82
+5% +$53.7K 0.51% 42
2022
Q2 		$1.04M Buy
1,706
+98
+6% +$63.8K 0.54% 44
2022
Q1 		$1.23M Buy
1,608
+39
+2% +$30.5K 0.6% 38
2021
Q4 		$1.44M Buy
+1,569
New +$1.43M 0.68% 34

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

Marion Wealth Management's BLK Position: Q2 2026 in Review

Marion Wealth Management increased its Blackrock (BLK) stake by 4.9% in Q2 2026, buying an estimated $138K and bringing the position to 2,841 shares worth $2.73M. The position accounts for 0.56% of the portfolio, ranked #44.

Marion Wealth Management first reported a position in BLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.82M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Marion Wealth Management held 2,841 shares of Blackrock worth $2.73M as of Q2 2026.
  • Marion Wealth Management bought 133 Blackrock shares in Q2 2026, an estimated $138K.
  • Blackrock made up 0.56% of Marion Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Marion Wealth Management first reported a position in Blackrock in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's Blackrock position peaked at $2.82M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.