Measured Wealth Private Client Group’s Blackrock BLK Stock Holding History

Measured Wealth Private Client Group’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	$275K	Sell	286 -8	-3%	-$8.27K	0.07%	164
2026 Q1	$283K	Hold	294	–	–	0.08%	147
2025 Q4	$315K	Sell	294 -2	-0.7%	-$2.19K	0.08%	139
2025 Q3	$345K	Buy	296 +2	+0.7%	+$2.24K	0.09%	125
2025 Q2	$308K	Sell	294 -2	-0.7%	-$1.89K	0.09%	140
2025 Q1	$280K	Sell	296 -31	-9%	-$30.4K	0.09%	138
2024 Q4	$335K	Sell	327 -11	-3%	-$11.2K	0.11%	124
2024 Q3	$321K	Sell	338 -57	-14%	-$49.3K	0.11%	129
2024 Q2	$311K	Hold	395	–	–	0.11%	146
2024 Q1	$329K	Sell	395 -2	-0.5%	-$1.61K	0.12%	137
2023 Q4	$322K	Sell	397 -2	-0.5%	-$1.4K	0.12%	127
2023 Q3	$258K	Sell	399 -55	-12%	-$38.4K	0.1%	140
2023 Q2	$314K	Buy	454 +6	+1%	+$4.02K	0.12%	132
2023 Q1	$300K	Sell	448 -14	-3%	-$9.86K	0.12%	134
2022 Q4	$327K	Hold	462	–	–	0.13%	106
2022 Q3	$254K	Hold	462	–	–	0.11%	119
2022 Q2	$281K	Buy	462 +38	+9%	+$24.7K	0.12%	127
2022 Q1	$324K	Hold	424	–	–	0.12%	103
2021 Q4	$388K	Hold	424	–	–	0.14%	95
2021 Q3	$356K	Sell	424 -3	-0.7%	-$2.69K	0.14%	97
2021 Q2	$374K	Buy	427 +3	+0.7%	+$2.53K	0.12%	112
2021 Q1	$320K	Hold	424	–	–	0.11%	103
2020 Q4	$306K	Sell	424 -10	-2%	-$6.63K	0.13%	95
2020 Q3	$245K	Buy	+434	New	+$248K	0.12%	105

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

Measured Wealth Private Client Group's BLK Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Blackrock (BLK) stake by 2.7% in Q2 2026, selling an estimated $8.27K and leaving 286 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #164.

Measured Wealth Private Client Group first reported a position in BLK in Q3 2020 and has held it in 24 quarters since. The position peaked at $388K in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Measured Wealth Private Client Group held 286 shares of Blackrock worth $275K as of Q2 2026.
Measured Wealth Private Client Group sold 8 Blackrock shares in Q2 2026, an estimated $8.27K.
Blackrock made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #164 holding.
Measured Wealth Private Client Group first reported a position in Blackrock in Q3 2020 and has held it in 24 quarters since.
Measured Wealth Private Client Group's Blackrock position peaked at $388K in Q4 2021.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.