MWM
BLK icon

Modern Wealth Management’s Blackrock BLK Stock Holding History

Modern Wealth 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 		$1.86M Buy
1,933
+585
+43% +$605K 0.02% 400
2026
Q1 		$1.29M Buy
1,348
+405
+43% +$426K 0.02% 374
2025
Q4 		$1.01M Buy
943
+133
+16% +$145K 0.02% 401
2025
Q3 		$944K Buy
810
+42
+5% +$47K 0.02% 400
2025
Q2 		$806K Sell
768
-26
-3% -$24.6K 0.02% 402
2025
Q1 		$752K Buy
794
+100
+14% +$98K 0.02% 347
2024
Q4 		$712K Buy
694
+307
+79% +$312K 0.03% 306
2024
Q3 		$368K Buy
387
+129
+50% +$112K 0.02% 300
2024
Q2 		$203K Buy
258
+3
+1% +$2.34K 0.02% 382
2024
Q1 		$213K Buy
+255
New +$205K 0.02% 281

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modern Wealth Management's BLK Position: Q2 2026 in Review

Modern Wealth Management increased its Blackrock (BLK) stake by 43% in Q2 2026, buying an estimated $605K and bringing the position to 1,933 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #400.

Modern Wealth Management first reported a position in BLK in Q1 2024 and has held it in 10 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Modern Wealth Management held 1,933 shares of Blackrock worth $1.86M as of Q2 2026.
  • Modern Wealth Management bought 585 Blackrock shares in Q2 2026, an estimated $605K.
  • Blackrock made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #400 holding.
  • Modern Wealth Management first reported a position in Blackrock in Q1 2024 and has held it in 10 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.