MIM
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Morningstar Investment Management’s Blackrock BLK Stock Holding History

Morningstar Investment 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 		$10.7M Hold
11,168
– – 0.66% 24
2026
Q1 		$10.7M Sell
11,168
-1,689
-13% -$1.78M 0.66% 24
2025
Q4 		$13.8M Sell
12,857
-4,982
-28% -$5.45M 0.81% 17
2025
Q3 		$20.8M Buy
17,839
+16,172
+970% +$18.1M 0.76% 18
2025
Q2 		$1.75M Buy
+1,667
New +$1.58M 0.15% 41
2025
Q1 		– Sell
-1,312
Closed -$1.34M – 95
2024
Q4 		$1.34M Sell
1,312
-47
-3% -$47.7K 0.11% 54
2024
Q3 		$1.35M Buy
1,359
+431
+46% +$373K 0.13% 69
2024
Q2 		$731K Hold
928
– – 0.08% 103
2024
Q1 		$774K Hold
928
– – 0.08% 101
2023
Q4 		$753K Sell
928
-129
-12% -$90.1K 0.09% 104
2023
Q3 		$683K Buy
1,057
+36
+4% +$25.1K 0.09% 80
2023
Q2 		$706K Buy
1,021
+526
+106% +$352K 0.09% 82
2023
Q1 		$331K Buy
495
+52
+12% +$36.6K 0.05% 70
2022
Q4 		$314K Buy
+443
New +$296K 0.05% 72

Other funds holding BLK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morningstar Investment Management's BLK Position: Q2 2026 in Review

Morningstar Investment Management held its Blackrock (BLK) position steady in Q2 2026 at 11,168 shares worth $10.7M. The position accounts for 0.66% of the portfolio, ranked #24.

Morningstar Investment Management first reported a position in BLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.8M in Q3 2025. 1,243 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Morningstar Investment Management held 11,168 shares of Blackrock worth $10.7M as of Q2 2026.
  • Morningstar Investment Management left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.66% of Morningstar Investment Management's portfolio in Q2 2026, its #24 holding.
  • Morningstar Investment Management first reported a position in Blackrock in Q4 2022 and has held it in 14 quarters since.
  • Morningstar Investment Management's Blackrock position peaked at $20.8M in Q3 2025.
  • 1,243 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.