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McKinley Carter Wealth Services’s Blackrock BLK Stock Holding History

McKinley Carter Wealth Services’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
Q1 		$248K Sell
258
-160
-38% -$168K 0.01% 277
2025
Q4 		$447K Buy
418
+4
+1% +$4.37K 0.03% 230
2025
Q3 		$482K Buy
414
+1
+0.2% +$1.12K 0.03% 227
2025
Q2 		$434K Sell
413
-10
-2% -$9.46K 0.02% 228
2025
Q1 		$400K Buy
423
+24
+6% +$23.5K 0.02% 229
2024
Q4 		$409K Buy
399
+9
+2% +$9.13K 0.03% 221
2024
Q3 		$370K Hold
390
– – 0.02% 234
2024
Q2 		$307K Sell
390
-15
-4% -$11.7K 0.02% 255
2024
Q1 		$338K Hold
405
– – 0.02% 247
2023
Q4 		$329K Sell
405
-69
-15% -$48.2K 0.02% 244
2023
Q3 		$307K Buy
474
+46
+11% +$32.1K 0.02% 244
2023
Q2 		$296K Sell
428
-69
-14% -$46.2K 0.02% 250
2023
Q1 		$332K Buy
497
+81
+19% +$57.1K 0.03% 245
2022
Q4 		$295K Hold
416
– – 0.03% 243
2022
Q3 		$229K Sell
416
-35
-8% -$22.9K 0.02% 261
2022
Q2 		$275K Buy
451
+24
+6% +$15.6K 0.02% 252
2022
Q1 		$327K Sell
427
-31
-7% -$24.2K 0.03% 234
2021
Q4 		$420K Hold
458
– – 0.03% 208
2021
Q3 		$384K Hold
458
– – 0.03% 212
2021
Q2 		$401K Sell
458
-9
-2% -$7.6K 0.03% 212
2021
Q1 		$352K Buy
467
+29
+7% +$21K 0.03% 223
2020
Q4 		$317K Sell
438
-487
-53% -$323K 0.04% 209
2020
Q3 		$521K Sell
925
-179
-16% -$102K 0.12% 96
2020
Q2 		$601K Sell
1,104
-2,291
-67% -$1.16M 0.15% 89
2020
Q1 		$1.49M Buy
3,395
+182
+6% +$89.7K 0.45% 50
2019
Q4 		$1.61M Buy
3,213
+187
+6% +$88.7K 0.38% 58
2019
Q3 		$1.35M Buy
3,026
+168
+6% +$74.8K 0.35% 64
2019
Q2 		$1.34M Buy
2,858
+58
+2% +$26.2K 0.36% 62
2019
Q1 		$1.2M Buy
2,800
+192
+7% +$80.6K 0.34% 64
2018
Q4 		$1.02M Buy
2,608
+1,027
+65% +$421K 0.34% 68
2018
Q3 		$745K Buy
1,581
+314
+25% +$153K 0.22% 83
2018
Q2 		$632K Buy
1,267
+135
+12% +$71.3K 0.2% 87
2018
Q1 		$613K Buy
1,132
+38
+3% +$20.9K 0.2% 89
2017
Q4 		$562K Buy
1,094
+282
+35% +$137K 0.19% 91
2017
Q3 		$363K Buy
812
+48
+6% +$20.5K 0.14% 106
2017
Q2 		$323K Buy
764
+59
+8% +$23.5K 0.14% 97
2017
Q1 		$270K Buy
705
+101
+17% +$38.6K 0.13% 105
2016
Q4 		$230K Sell
604
-79
-12% -$29K 0.12% 114
2016
Q3 		$248K Hold
683
– – 0.13% 105
2016
Q2 		$234K Buy
683
+1
+0.1% +$351 0.12% 111
2016
Q1 		$232K Buy
682
+37
+6% +$11.7K 0.13% 115
2015
Q4 		$220K Buy
+645
New +$219K 0.13% 105
2015
Q3 		– Sell
-589
Closed -$204K – 112
2015
Q2 		$204K Buy
+589
New +$215K 0.11% 117

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McKinley Carter Wealth Services's BLK Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Blackrock (BLK) stake by 38% in Q1 2026, selling an estimated $168K and leaving 258 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #277.

McKinley Carter Wealth Services first reported a position in BLK in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.61M in Q4 2019. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • McKinley Carter Wealth Services held 258 shares of Blackrock worth $248K as of Q1 2026.
  • McKinley Carter Wealth Services sold 160 Blackrock shares in Q1 2026, an estimated $168K.
  • Blackrock made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #277 holding.
  • McKinley Carter Wealth Services first reported a position in Blackrock in Q2 2015 and has held it in 43 quarters since.
  • McKinley Carter Wealth Services's Blackrock position peaked at $1.61M in Q4 2019.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.