Morton Brown Family Wealth’s Blackrock BLK Stock Holding History

Morton Brown Family Wealth’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	$962	Buy	+1	New	+$1.03K	﹤0.01%	315
2025 Q3	–	Sell	-3	Closed	-$3.15K	–	272
2025 Q2	$3.15K	Hold	3	–	–	﹤0.01%	257
2025 Q1	$2.84K	Buy	+3	New	+$2.94K	﹤0.01%	261
2024 Q1	–	Sell	-3	Closed	-$2.44K	–	227
2023 Q4	$2.44K	Buy	+3	New	+$2.09K	﹤0.01%	235

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Morton Brown Family Wealth's BLK Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Blackrock (BLK) in Q2 2026: 1 share worth $962. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in BLK as recently as Q2 2025.

Morton Brown Family Wealth first reported a position in BLK in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.15K in Q2 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Morton Brown Family Wealth held 1 share of Blackrock worth $962 as of Q2 2026.
Blackrock was a new Morton Brown Family Wealth position in Q2 2026.
Blackrock made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #315 holding.
Morton Brown Family Wealth first reported a position in Blackrock in Q4 2023 and has held it in 4 quarters since.
Morton Brown Family Wealth's Blackrock position peaked at $3.15K in Q2 2025.
711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.