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Mattern Wealth Management’s Blackrock BLK Stock Holding History

Mattern 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 		$1.62M Buy
1,688
+398
+31% +$412K 0.27% 48
2026
Q1 		$1.24M Sell
1,290
-45
-3% -$47.3K 0.24% 51
2025
Q4 		$1.43M Sell
1,335
-304
-19% -$332K 0.28% 51
2025
Q3 		$1.91M Sell
1,639
-89
-5% -$99.5K 0.38% 44
2025
Q2 		$1.81M Sell
1,728
-248
-13% -$235K 0.38% 47
2025
Q1 		$1.87M Buy
1,976
+8
+0.4% +$7.84K 0.41% 46
2024
Q4 		$2.02M Buy
+1,968
New +$2M 0.44% 47
2024
Q3 		– Sell
-3,781
Closed -$2.98M – 177
2024
Q2 		$2.98M Sell
3,781
-394
-9% -$307K 0.72% 38
2024
Q1 		$3.48M Sell
4,175
-12
-0.3% -$9.64K 0.85% 30
2023
Q4 		$3.4M Buy
4,187
+159
+4% +$111K 0.87% 28
2023
Q3 		$2.6M Buy
4,028
+479
+13% +$335K 0.76% 35
2023
Q2 		$2.45M Buy
3,549
+146
+4% +$97.8K 0.72% 37
2023
Q1 		$2.28M Sell
3,403
-136
-4% -$95.8K 0.75% 37
2022
Q4 		$2.51M Buy
3,539
+24
+0.7% +$16K 1.01% 31
2022
Q3 		$1.93M Buy
3,515
+6
+0.2% +$3.93K 0.78% 35
2022
Q2 		$2.14M Sell
3,509
-18
-0.5% -$11.7K 0.84% 34
2022
Q1 		$2.69M Buy
3,527
+1,075
+44% +$840K 0.88% 34
2021
Q4 		$2.25M Sell
2,452
-37
-1% -$33.8K 0.66% 39
2021
Q3 		$2.09M Sell
2,489
-46
-2% -$41.2K 0.7% 39
2021
Q2 		$2.22M Sell
2,535
-164
-6% -$139K 0.71% 40
2021
Q1 		$2.04M Sell
2,699
-30
-1% -$21.8K 0.72% 40
2020
Q4 		$1.97M Buy
2,729
+65
+2% +$43.1K 0.74% 38
2020
Q3 		$1.5M Buy
2,664
+15
+0.6% +$8.56K 0.64% 46
2020
Q2 		$1.44M Buy
2,649
+111
+4% +$56K 0.7% 45
2020
Q1 		$1.12M Buy
2,538
+27
+1% +$13.3K 0.81% 37
2019
Q4 		$1.26M Buy
+2,511
New +$1.19M 0.76% 51

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

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

Mattern Wealth Management increased its Blackrock (BLK) stake by 31% in Q2 2026, buying an estimated $412K and bringing the position to 1,688 shares worth $1.62M. The position accounts for 0.27% of the portfolio, ranked #48.

Mattern Wealth Management first reported a position in BLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.48M in Q1 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Mattern Wealth Management held 1,688 shares of Blackrock worth $1.62M as of Q2 2026.
  • Mattern Wealth Management bought 398 Blackrock shares in Q2 2026, an estimated $412K.
  • Blackrock made up 0.27% of Mattern Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Mattern Wealth Management first reported a position in Blackrock in Q4 2019 and has held it in 26 quarters since.
  • Mattern Wealth Management's Blackrock position peaked at $3.48M in Q1 2024.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.