McLean Asset Management’s Blackrock BLK Stock Holding History

McLean Asset 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 Q1	$275K	Buy	286 +20	+8%	+$21K	0.05%	141
2025 Q4	$291K	Sell	266 -1	-0.4%	-$1.09K	0.05%	134
2025 Q3	$315K	Buy	267 +1	+0.4%	+$1.12K	0.07%	127
2025 Q2	$285K	Buy	266 +10	+4%	+$9.46K	0.07%	133
2025 Q1	$209K	Hold	256	–	–	0.07%	143
2024 Q4	$262K	Buy	256 +4	+2%	+$4.06K	0.08%	130
2024 Q3	$239K	Buy	252 +2	+0.8%	+$1.73K	0.07%	142
2024 Q2	$203K	Buy	+250	New	+$195K	0.07%	153
2022 Q1	–	Sell	-292	Closed	-$258K	–	129
2021 Q4	$258K	Hold	292	–	–	0.1%	106
2021 Q3	$272K	Buy	+292	New	+$262K	0.1%	100

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McLean Asset Management's BLK Position: Q1 2026 in Review

McLean Asset Management increased its Blackrock (BLK) stake by 7.5% in Q1 2026, buying an estimated $21K and bringing the position to 286 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #141.

McLean Asset Management first reported a position in BLK in Q3 2021 and has held it in 10 quarters since. The position peaked at $315K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

McLean Asset Management held 286 shares of Blackrock worth $275K as of Q1 2026.
McLean Asset Management bought 20 Blackrock shares in Q1 2026, an estimated $21K.
Blackrock made up 0.05% of McLean Asset Management's portfolio in Q1 2026, its #141 holding.
McLean Asset Management first reported a position in Blackrock in Q3 2021 and has held it in 10 quarters since.
McLean Asset Management's Blackrock position peaked at $315K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.