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Mosaic Family Wealth Partners’s Blackrock BLK Stock Holding History

Mosaic Family Wealth Partners’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 		$941K Buy
978
+574
+142% +$594K 0.06% 222
2026
Q1 		$389K Buy
+404
New +$425K 0.04% 203

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

Mosaic Family Wealth Partners's BLK Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Blackrock (BLK) stake by 142% in Q2 2026, buying an estimated $594K and bringing the position to 978 shares worth $941K. The position accounts for 0.06% of the portfolio, ranked #222.

Mosaic Family Wealth Partners first reported a position in BLK in Q1 2026 and has held it in 2 quarters since. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Mosaic Family Wealth Partners held 978 shares of Blackrock worth $941K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 574 Blackrock shares in Q2 2026, an estimated $594K.
  • Blackrock made up 0.06% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #222 holding.
  • Mosaic Family Wealth Partners first reported a position in Blackrock in Q1 2026 and has held it in 2 quarters since.
  • 2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.