McGlone Suttner Wealth Management’s Blackrock BLK Stock Holding History

McGlone Suttner 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	$1.15M	Buy	1,195 +45	+4%	+$46.5K	0.13%	78
2026 Q1	$1.11M	Buy	1,150 +54	+5%	+$56.8K	0.15%	74
2025 Q4	$1.17M	Buy	1,096 +70	+7%	+$76.5K	0.16%	68
2025 Q3	$1.2M	Buy	1,026 +24	+2%	+$26.8K	0.17%	61
2025 Q2	$1.05M	Buy	1,002 +49	+5%	+$46.3K	0.16%	67
2025 Q1	$902K	Buy	953 +62	+7%	+$60.8K	0.15%	73
2024 Q4	$914K	Buy	891 +45	+5%	+$45.7K	0.15%	67
2024 Q3	$804K	Buy	846 +82	+11%	+$71K	0.17%	70
2024 Q2	$620K	Sell	764 -31	-4%	-$24.2K	0.13%	76
2024 Q1	$663K	Buy	795 +31	+4%	+$24.9K	0.12%	76
2023 Q4	$620K	Buy	764 +60	+9%	+$41.9K	0.12%	76
2023 Q3	$457K	Buy	704 +43	+7%	+$30K	0.11%	76
2023 Q2	$458K	Buy	661 +32	+5%	+$21.4K	0.1%	81
2023 Q1	$423K	Buy	629 +57	+10%	+$40.2K	0.11%	82
2022 Q4	$407K	Buy	+572	New	+$382K	0.13%	78

Other funds holding BLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

McGlone Suttner Wealth Management's BLK Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Blackrock (BLK) stake by 3.9% in Q2 2026, buying an estimated $46.5K and bringing the position to 1,195 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #78.

McGlone Suttner Wealth Management first reported a position in BLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q3 2025. 836 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

McGlone Suttner Wealth Management held 1,195 shares of Blackrock worth $1.15M as of Q2 2026.
McGlone Suttner Wealth Management bought 45 Blackrock shares in Q2 2026, an estimated $46.5K.
Blackrock made up 0.13% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #78 holding.
McGlone Suttner Wealth Management first reported a position in Blackrock in Q4 2022 and has held it in 15 quarters since.
McGlone Suttner Wealth Management's Blackrock position peaked at $1.2M in Q3 2025.
836 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.