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BLK icon

Naviter Wealth’s Blackrock BLK Stock Holding History

Naviter 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
Q1 		$318K Buy
331
+40
+14% +$42.1K 0.04% 231
2025
Q4 		$311K Sell
291
-171
-37% -$187K 0.04% 230
2025
Q3 		$539K Buy
462
+114
+33% +$127K 0.06% 193
2025
Q2 		$365K Buy
348
+23
+7% +$21.7K 0.05% 218
2025
Q1 		$308K Buy
325
+6
+2% +$5.88K 0.04% 231
2024
Q4 		$327K Buy
+319
New +$324K 0.04% 230
2023
Q1 		– Sell
-321
Closed -$241K – 198
2022
Q4 		$241K Buy
+321
New +$214K 0.07% 181

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naviter Wealth's BLK Position: Q1 2026 in Review

Naviter Wealth increased its Blackrock (BLK) stake by 14% in Q1 2026, buying an estimated $42.1K and bringing the position to 331 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #231.

Naviter Wealth first reported a position in BLK in Q4 2022 and has held it in 7 quarters since. The position peaked at $539K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Naviter Wealth held 331 shares of Blackrock worth $318K as of Q1 2026.
  • Naviter Wealth bought 40 Blackrock shares in Q1 2026, an estimated $42.1K.
  • Blackrock made up 0.04% of Naviter Wealth's portfolio in Q1 2026, its #231 holding.
  • Naviter Wealth first reported a position in Blackrock in Q4 2022 and has held it in 7 quarters since.
  • Naviter Wealth's Blackrock position peaked at $539K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.