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Marks Group Wealth Management’s Blackrock BLK Stock Holding History

Marks Group 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 		$1.88M Buy
1,952
+44
+2% +$45.5K 0.16% 140
2026
Q1 		$1.83M Buy
1,908
+38
+2% +$40K 0.18% 144
2025
Q4 		$2M Buy
1,870
+175
+10% +$191K 0.19% 127
2025
Q3 		$1.98M Sell
1,695
-618
-27% -$691K 0.18% 124
2025
Q2 		$2.43M Sell
2,313
-39
-2% -$36.9K 0.23% 110
2025
Q1 		$2.23M Buy
2,352
+18
+0.8% +$17.6K 0.21% 113
2024
Q4 		$2.39M Sell
2,334
-43
-2% -$43.6K 0.24% 105
2024
Q3 		$2.26M Buy
2,377
+420
+21% +$363K 0.22% 118
2024
Q2 		$1.54M Sell
1,957
-59
-3% -$46K 0.16% 141
2024
Q1 		$1.68M Sell
2,016
-221
-10% -$178K 0.18% 137
2023
Q4 		$1.82M Sell
2,237
-231
-9% -$161K 0.21% 129
2023
Q3 		$1.6M Sell
2,468
-185
-7% -$129K 0.2% 136
2023
Q2 		$1.83M Sell
2,653
-163
-6% -$109K 0.22% 130
2023
Q1 		$1.88M Buy
2,816
+220
+8% +$155K 0.24% 122
2022
Q4 		$1.84M Buy
2,596
+239
+10% +$160K 0.25% 118
2022
Q3 		$1.3M Buy
2,357
+271
+13% +$177K 0.2% 135
2022
Q2 		$1.27M Buy
2,086
+1,040
+99% +$677K 0.18% 140
2022
Q1 		$799K Buy
1,046
+174
+20% +$136K 0.1% 188
2021
Q4 		$811K Buy
872
+182
+26% +$166K 0.1% 198
2021
Q3 		$580K Buy
690
+132
+24% +$118K 0.08% 192
2021
Q2 		$486K Buy
558
+82
+17% +$69.3K 0.07% 182
2021
Q1 		$374K Buy
476
+25
+6% +$18.1K 0.06% 194
2020
Q4 		$325K Sell
451
-51
-10% -$33.8K 0.05% 203
2020
Q3 		$283K Buy
502
+6
+1% +$3.42K 0.05% 204
2020
Q2 		$275K Sell
496
-59
-11% -$29.8K 0.06% 199
2020
Q1 		$245K Sell
555
-39
-7% -$19.2K 0.06% 191
2019
Q4 		$299K Buy
+594
New +$282K 0.06% 200

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

Marks Group Wealth Management's BLK Position: Q2 2026 in Review

Marks Group Wealth Management increased its Blackrock (BLK) stake by 2.3% in Q2 2026, buying an estimated $45.5K and bringing the position to 1,952 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #140.

Marks Group Wealth Management first reported a position in BLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.43M in Q2 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Marks Group Wealth Management held 1,952 shares of Blackrock worth $1.88M as of Q2 2026.
  • Marks Group Wealth Management bought 44 Blackrock shares in Q2 2026, an estimated $45.5K.
  • Blackrock made up 0.16% of Marks Group Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Marks Group Wealth Management first reported a position in Blackrock in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Blackrock position peaked at $2.43M in Q2 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.