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 Q2	$385K	Buy	400 +69	+21%	+$71.4K	0.03%	242
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Naviter Wealth's BLK Position: Q2 2026 in Review

Naviter Wealth increased its Blackrock (BLK) stake by 21% in Q2 2026, buying an estimated $71.4K and bringing the position to 400 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #242.

Naviter Wealth first reported a position in BLK in Q4 2022 and has held it in 8 quarters since. The position peaked at $539K in Q3 2025. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Naviter Wealth held 400 shares of Blackrock worth $385K as of Q2 2026.
Naviter Wealth bought 69 Blackrock shares in Q2 2026, an estimated $71.4K.
Blackrock made up 0.03% of Naviter Wealth's portfolio in Q2 2026, its #242 holding.
Naviter Wealth first reported a position in Blackrock in Q4 2022 and has held it in 8 quarters since.
Naviter Wealth's Blackrock position peaked at $539K in Q3 2025.
2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.