NW
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NewEdge Wealth’s Blackrock BLK Stock Holding History

NewEdge 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 		$6.86M Buy
7,135
+79
+1% +$81.7K 0.07% 189
2026
Q1 		$6.79M Sell
7,056
-1,952
-22% -$2.05M 0.08% 173
2025
Q4 		$9.64M Buy
9,008
+1,478
+20% +$1.62M 0.11% 141
2025
Q3 		$8.08M Buy
7,530
+667
+10% +$746K 0.12% 146
2025
Q2 		$7.64M Buy
6,863
+162
+2% +$153K 0.12% 147
2025
Q1 		$6.34M Sell
6,701
-45
-0.7% -$44.1K 0.11% 151
2024
Q4 		$6.92M Sell
6,746
-2,160
-24% -$2.19M 0.12% 145
2024
Q3 		$8.46M Buy
8,906
+3,431
+63% +$2.97M 0.15% 135
2024
Q2 		$4.31M Buy
5,475
+140
+3% +$109K 0.09% 187
2024
Q1 		$4.04M Buy
5,335
+141
+3% +$113K 0.09% 194
2023
Q4 		$4.22M Buy
5,194
+90
+2% +$62.8K 0.11% 161
2023
Q3 		$3.3M Sell
5,104
-354
-6% -$247K 0.1% 175
2023
Q2 		$3.77M Sell
5,458
-25
-0.5% -$16.7K 0.13% 148
2023
Q1 		$3.67M Sell
5,483
-1,562
-22% -$1.1M 0.14% 142
2022
Q4 		$4.99M Buy
7,045
+440
+7% +$294K 0.22% 107
2022
Q3 		$3.63M Buy
6,605
+824
+14% +$539K 0.17% 128
2022
Q2 		$3.52M Buy
5,781
+4,730
+450% +$3.08M 0.16% 130
2022
Q1 		$803K Buy
1,051
+155
+17% +$121K 0.04% 244
2021
Q4 		$820K Buy
896
+497
+125% +$454K 0.03% 247
2021
Q3 		$335K Sell
399
-8,771
-96% -$7.86M 0.02% 239
2021
Q2 		$8.02M Buy
9,170
+695
+8% +$587K 0.61% 52
2021
Q1 		$6.39M Buy
8,475
+6,119
+260% +$4.44M 0.64% 48
2020
Q4 		$1.7M Buy
+2,356
New +$1.56M 0.52% 56

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

NewEdge Wealth's BLK Position: Q2 2026 in Review

NewEdge Wealth increased its Blackrock (BLK) stake by 1.1% in Q2 2026, buying an estimated $81.7K and bringing the position to 7,135 shares worth $6.86M. The position accounts for 0.07% of the portfolio, ranked #189.

NewEdge Wealth first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.64M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • NewEdge Wealth held 7,135 shares of Blackrock worth $6.86M as of Q2 2026.
  • NewEdge Wealth bought 79 Blackrock shares in Q2 2026, an estimated $81.7K.
  • Blackrock made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #189 holding.
  • NewEdge Wealth first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Blackrock position peaked at $9.64M in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.