Money Concepts Capital’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
$1.15M Buy
1,192
+62
+5% +$65.2K 0.06% 275
2025
Q4
$1.21M Buy
1,130
+8
+0.7% +$8.75K 0.07% 247
2025
Q3
$1.31M Buy
1,122
+3
+0.3% +$3.35K 0.08% 224
2025
Q2
$1.17M Sell
1,119
-27
-2% -$25.5K 0.08% 221
2025
Q1
$1.08M Buy
1,146
+11
+1% +$10.8K 0.08% 211
2024
Q4
$1.16M Sell
1,135
-37
-3% -$37.6K 0.09% 195
2024
Q3
$1.11M Buy
1,172
+26
+2% +$22.5K 0.08% 199
2024
Q2
$902K Buy
1,146
+26
+2% +$20.3K 0.08% 218
2024
Q1
$934K Buy
1,120
+30
+3% +$24.1K 0.09% 212
2023
Q4
$892K Sell
1,090
-64
-6% -$44.7K 0.08% 214
2023
Q3
$754K Buy
1,154
+16
+1% +$11.2K 0.08% 214
2023
Q2
$793K Sell
1,138
-3,411
-75% -$2.28M 0.08% 219
2023
Q1
$3.16M Sell
4,549
-267
-6% -$188K 0.18% 110
2022
Q4
$3.41M Buy
4,816
+739
+18% +$493K 0.15% 135
2022
Q3
$2.24M Buy
4,077
+2,902
+247% +$1.9M 0.13% 147
2022
Q2
$724K Sell
1,175
-197
-14% -$128K 0.06% 232
2022
Q1
$1.05M Buy
1,372
+459
+50% +$359K 0.06% 291
2021
Q4
$836K Buy
+913
New +$833K 0.07% 229
2021
Q1
$686K Buy
910
+43
+5% +$31.2K 0.05% 267
2020
Q4
$626K Buy
+867
New +$575K 0.06% 256

Other funds holding BLK

Money Concepts Capital's BLK Position: Q1 2026 in Review

Money Concepts Capital increased its Blackrock (BLK) stake by 5.5% in Q1 2026, buying an estimated $65.2K and bringing the position to 1,192 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #275.

Money Concepts Capital first reported a position in BLK in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.41M in Q4 2022. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Money Concepts Capital held 1,192 shares of Blackrock worth $1.15M as of Q1 2026.
  • Money Concepts Capital bought 62 Blackrock shares in Q1 2026, an estimated $65.2K.
  • Blackrock made up 0.06% of Money Concepts Capital's portfolio in Q1 2026, its #275 holding.
  • Money Concepts Capital first reported a position in Blackrock in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Blackrock position peaked at $3.41M in Q4 2022.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.