Mission Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.88M | Sell |
7,155
-244
| -3% | -$257K | 0.14% | 85 |
|
|
2025
Q4 | $7.92M | Sell |
7,399
-205
| -3% | -$224K | 0.16% | 76 |
|
|
2025
Q3 | $8.86M | Sell |
7,604
-2,255
| -23% | -$2.52M | 0.18% | 73 |
|
|
2025
Q2 | $10.3M | Buy |
9,859
+19
| +0.2% | +$18K | 0.22% | 61 |
|
|
2025
Q1 | $9.31M | Sell |
9,840
-134
| -1% | -$131K | 0.23% | 64 |
|
|
2024
Q4 | $10.2M | Sell |
9,974
-98
| -1% | -$99.5K | 0.24% | 58 |
|
|
2024
Q3 | $9.56M | Buy |
10,072
+2,302
| +30% | +$1.99M | 0.23% | 59 |
|
|
2024
Q2 | $6.12M | Sell |
7,770
-59
| -0.8% | -$46K | 0.16% | 80 |
|
|
2024
Q1 | $6.53M | Buy |
7,829
+6,210
| +384% | +$4.99M | 0.17% | 90 |
|
|
2023
Q4 | $1.31M | Buy |
1,619
+38
| +2% | +$26.5K | 0.04% | 199 |
|
|
2023
Q3 | $1.02M | Buy |
1,581
+239
| +18% | +$167K | 0.04% | 217 |
|
|
2023
Q2 | $928K | Sell |
1,342
-117
| -8% | -$78.4K | 0.04% | 231 |
|
|
2023
Q1 | $976K | Sell |
1,459
-48
| -3% | -$33.8K | 0.04% | 214 |
|
|
2022
Q4 | $1.07M | Buy |
1,507
+118
| +8% | +$78.8K | 0.05% | 196 |
|
|
2022
Q3 | $764K | Buy |
1,389
+264
| +23% | +$173K | 0.04% | 229 |
|
|
2022
Q2 | $685K | Buy |
1,125
+166
| +17% | +$108K | 0.04% | 255 |
|
|
2022
Q1 | $733K | Sell |
959
-18
| -2% | -$14.1K | 0.03% | 246 |
|
|
2021
Q4 | $894K | Buy |
977
+90
| +10% | +$82.1K | 0.04% | 208 |
|
|
2021
Q3 | $744K | Sell |
887
-550
| -38% | -$493K | 0.04% | 219 |
|
|
2021
Q2 | $1.26M | Sell |
1,437
-11
| -0.8% | -$9.29K | 0.07% | 145 |
|
|
2021
Q1 | $1.09M | Buy |
1,448
+184
| +15% | +$133K | 0.06% | 143 |
|
|
2020
Q4 | $912K | Buy |
1,264
+321
| +34% | +$213K | 0.06% | 152 |
|
|
2020
Q3 | $531K | Buy |
943
+3
| +0.3% | +$1.71K | 0.04% | 195 |
|
|
2020
Q2 | $511K | Buy |
940
+69
| +8% | +$34.8K | 0.04% | 180 |
|
|
2020
Q1 | $383K | Buy |
871
+99
| +13% | +$48.8K | 0.04% | 185 |
|
|
2019
Q4 | $388K | Sell |
772
-18
| -2% | -$8.54K | 0.04% | 208 |
|
|
2019
Q3 | $352K | Sell |
790
-1
| -0.1% | -$445 | 0.04% | 209 |
|
|
2019
Q2 | $371K | Sell |
791
-11
| -1% | -$4.98K | 0.04% | 202 |
|
|
2019
Q1 | $343K | Sell |
802
-8
| -1% | -$3.36K | 0.04% | 210 |
|
|
2018
Q4 | $318K | Buy |
810
+18
| +2% | +$7.37K | 0.04% | 192 |
|
|
2018
Q3 | $373K | Buy |
792
+4
| +0.5% | +$1.94K | 0.05% | 182 |
|
|
2018
Q2 | $393K | Buy |
788
+130
| +20% | +$68.7K | 0.06% | 163 |
|
|
2018
Q1 | $356K | Buy |
658
+18
| +3% | +$9.88K | 0.06% | 149 |
|
|
2017
Q4 | $329K | Sell |
640
-60
| -9% | -$29.2K | 0.06% | 141 |
|
|
2017
Q3 | $313K | Buy |
700
+99
| +16% | +$42.3K | 0.06% | 135 |
|
|
2017
Q2 | $254K | Buy |
+601
| New | +$240K | 0.05% | 154 |
|
Other funds holding BLK
VCM
VPM
Mission Wealth Management's BLK Position: Q1 2026 in Review
Mission Wealth Management reduced its Blackrock (BLK) stake by 3.3% in Q1 2026, selling an estimated $257K and leaving 7,155 shares worth $6.88M. The position accounts for 0.14% of the portfolio, ranked #85.
Mission Wealth Management first reported a position in BLK in Q2 2017 and has held it in 36 quarters since. The position peaked at $10.3M in Q2 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Mission Wealth Management held 7,155 shares of Blackrock worth $6.88M as of Q1 2026.
- Mission Wealth Management sold 244 Blackrock shares in Q1 2026, an estimated $257K.
- Blackrock made up 0.14% of Mission Wealth Management's portfolio in Q1 2026, its #85 holding.
- Mission Wealth Management first reported a position in Blackrock in Q2 2017 and has held it in 36 quarters since.
- Mission Wealth Management's Blackrock position peaked at $10.3M in Q2 2025.
- 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.