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 Q2	$310K	Sell	284 -2	-0.7%	-$2.07K	0.04%	137
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McLean Asset Management's BLK Position: Q2 2026 in Review

McLean Asset Management reduced its Blackrock (BLK) stake by 0.7% in Q2 2026, selling an estimated $2.07K and leaving 284 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #137.

McLean Asset Management first reported a position in BLK in Q3 2021 and has held it in 11 quarters since. The position peaked at $315K in Q3 2025. 2,330 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

McLean Asset Management held 284 shares of Blackrock worth $310K as of Q2 2026.
McLean Asset Management sold 2 Blackrock shares in Q2 2026, an estimated $2.07K.
Blackrock made up 0.04% of McLean Asset Management's portfolio in Q2 2026, its #137 holding.
McLean Asset Management first reported a position in Blackrock in Q3 2021 and has held it in 11 quarters since.
McLean Asset Management's Blackrock position peaked at $315K in Q3 2025.
2,330 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.