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National Wealth Management Group’s Blackrock BLK Stock Holding History

National Wealth Management Group’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 		$398K Sell
414
-7
-2% -$7.24K 0.12% 142
2026
Q1 		$405K Sell
421
-26
-6% -$27.4K 0.15% 135
2025
Q4 		$478K Sell
447
-240
-35% -$262K 0.17% 130
2025
Q3 		$801K Buy
+687
New +$768K 0.3% 73

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

National Wealth Management Group's BLK Position: Q2 2026 in Review

National Wealth Management Group reduced its Blackrock (BLK) stake by 1.7% in Q2 2026, selling an estimated $7.24K and leaving 414 shares worth $398K. The position accounts for 0.12% of the portfolio, ranked #142.

National Wealth Management Group first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $801K in Q3 2025. 593 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • National Wealth Management Group held 414 shares of Blackrock worth $398K as of Q2 2026.
  • National Wealth Management Group sold 7 Blackrock shares in Q2 2026, an estimated $7.24K.
  • Blackrock made up 0.12% of National Wealth Management Group's portfolio in Q2 2026, its #142 holding.
  • National Wealth Management Group first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Blackrock position peaked at $801K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.