Oak Harbor Wealth Partners’s Blackrock BLK Stock Holding History

Oak Harbor 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 Q1	$1.16M	Buy	1,201 +46	+4%	+$48.4K	0.27%	86
2025 Q4	$1.24M	Buy	1,155 +31	+3%	+$33.9K	0.3%	78
2025 Q3	$1.31M	Buy	1,124 +153	+16%	+$171K	0.32%	74
2025 Q2	$1.02M	Buy	971 +152	+19%	+$144K	0.28%	81
2025 Q1	$775K	Buy	819 +612	+296%	+$600K	0.22%	94
2024 Q4	$212K	Sell	207 -9	-4%	-$9.13K	0.06%	166
2024 Q3	$205K	Buy	+216	New	+$187K	0.06%	166

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Harbor Wealth Partners's BLK Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Blackrock (BLK) stake by 4% in Q1 2026, buying an estimated $48.4K and bringing the position to 1,201 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #86.

Oak Harbor Wealth Partners first reported a position in BLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Oak Harbor Wealth Partners held 1,201 shares of Blackrock worth $1.16M as of Q1 2026.
Oak Harbor Wealth Partners bought 46 Blackrock shares in Q1 2026, an estimated $48.4K.
Blackrock made up 0.27% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #86 holding.
Oak Harbor Wealth Partners first reported a position in Blackrock in Q3 2024 and has held it in 7 quarters since.
Oak Harbor Wealth Partners's Blackrock position peaked at $1.31M in Q3 2025.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.