MWM
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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
Q2 		$13.1M Buy
13,633
+3,881
+40% +$4.01M 0.36% 94
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 $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

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

Moran Wealth Management increased its Blackrock (BLK) stake by 40% in Q2 2026, buying an estimated $4.01M and bringing the position to 13,633 shares worth $13.1M. The position accounts for 0.36% of the portfolio, ranked #94.

Moran Wealth Management first reported a position in BLK in Q3 2023 and has held it in 7 quarters since. The position peaked at $14.5M in Q3 2023. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Moran Wealth Management held 13,633 shares of Blackrock worth $13.1M as of Q2 2026.
  • Moran Wealth Management bought 3,881 Blackrock shares in Q2 2026, an estimated $4.01M.
  • Blackrock made up 0.36% of Moran Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Moran Wealth Management first reported a position in Blackrock in Q3 2023 and has held it in 7 quarters since.
  • Moran Wealth Management's Blackrock position peaked at $14.5M in Q3 2023.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.