MPPW
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Mitchell & Pahl Private Wealth’s Blackrock BLK Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.73M Buy
2,834
+69
+2% +$71.4K 1% 35
2026
Q1 		$2.66M Buy
2,765
+35
+1% +$36.8K 1.08% 35
2025
Q4 		$2.92M Sell
2,730
-39
-1% -$42.6K 1.21% 21
2025
Q3 		$3.23M Sell
2,769
-21
-0.8% -$23.5K 1.35% 15
2025
Q2 		$2.93M Buy
2,790
+95
+4% +$89.8K 1.29% 16
2025
Q1 		$2.55M Sell
2,695
-11
-0.4% -$10.8K 1.19% 27
2024
Q4 		$2.77M Buy
2,706
+92
+4% +$93.4K 1.3% 15
2024
Q3 		$2.48M Buy
2,614
+9
+0.3% +$7.79K 1.16% 23
2024
Q2 		$2.05M Buy
2,605
+54
+2% +$42.1K 1.08% 28
2024
Q1 		$2.13M Buy
2,551
+62
+2% +$49.8K 1.12% 25
2023
Q4 		$2.02M Sell
2,489
-157
-6% -$110K 1.15% 24
2023
Q3 		$1.71M Buy
2,646
+161
+6% +$112K 1.02% 31
2023
Q2 		$1.72M Buy
2,485
+106
+4% +$71K 1.04% 28
2023
Q1 		$1.59M Buy
2,379
+130
+6% +$91.6K 1% 31
2022
Q4 		$1.59M Buy
2,249
+108
+5% +$72.1K 1.05% 28
2022
Q3 		$1.18M Buy
2,141
+87
+4% +$56.9K 0.87% 37
2022
Q2 		$1.25M Buy
2,054
+138
+7% +$89.9K 0.87% 39
2022
Q1 		$1.46M Buy
1,916
+78
+4% +$60.9K 0.93% 32
2021
Q4 		$1.68M Buy
1,838
+48
+3% +$43.8K 1.08% 27
2021
Q3 		$1.5M Buy
1,790
+20
+1% +$17.9K 1.08% 28
2021
Q2 		$1.55M Buy
1,770
+46
+3% +$38.9K 1.11% 28
2021
Q1 		$1.3M Buy
1,724
+109
+7% +$79.1K 1.01% 32
2020
Q4 		$1.17M Buy
+1,615
New +$1.07M 0.98% 32

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Mitchell & Pahl Private Wealth's BLK Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Blackrock (BLK) stake by 2.5% in Q2 2026, buying an estimated $71.4K and bringing the position to 2,834 shares worth $2.73M. The position accounts for 1% of the portfolio, ranked #35.

Mitchell & Pahl Private Wealth first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.23M in Q3 2025. 441 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 2,834 shares of Blackrock worth $2.73M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 69 Blackrock shares in Q2 2026, an estimated $71.4K.
  • Blackrock made up 1% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #35 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Blackrock position peaked at $3.23M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.