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Moran Wealth Management’s Blackrock BLK Stock Holding History

Moran 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
Q1 		$9.38M Buy
9,752
+160
+2% +$168K 0.29% 119
2025
Q4 		$10.3M Sell
9,592
-159
-2% -$174K 0.31% 100
2025
Q3 		$11.4M Buy
9,751
+68
+0.7% +$76K 0.34% 92
2025
Q2 		$10.2M Buy
+9,683
New +$9.16M 0.31% 105
2024
Q1 		– Sell
-10,274
Closed -$8.34M – 416
2023
Q4 		$8.34M Sell
10,274
-12,183
-54% -$8.5M 0.3% 113
2023
Q3 		$14.5M Buy
+22,457
New +$15.7M 0.56% 63

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's BLK Position: Q1 2026 in Review

Moran Wealth Management increased its Blackrock (BLK) stake by 1.7% in Q1 2026, buying an estimated $168K and bringing the position to 9,752 shares worth $9.38M. The position accounts for 0.29% of the portfolio, ranked #119.

Moran Wealth Management first reported a position in BLK in Q3 2023 and has held it in 6 quarters since. The position peaked at $14.5M in Q3 2023. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Moran Wealth Management held 9,752 shares of Blackrock worth $9.38M as of Q1 2026.
  • Moran Wealth Management bought 160 Blackrock shares in Q1 2026, an estimated $168K.
  • Blackrock made up 0.29% of Moran Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Moran Wealth Management first reported a position in Blackrock in Q3 2023 and has held it in 6 quarters since.
  • Moran Wealth Management's Blackrock position peaked at $14.5M in Q3 2023.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.