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Obermeyer Wealth Partners’s Blackrock BLK Stock Holding History

Obermeyer 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
Q2 		$715K Sell
744
-19
-2% -$19.6K 0.03% 145
2026
Q1 		$734K Sell
763
-18
-2% -$18.9K 0.03% 137
2025
Q4 		$836K Hold
781
– – 0.04% 131
2025
Q3 		$911K Sell
781
-3
-0.4% -$3.35K 0.04% 118
2025
Q2 		$823K Buy
784
+8
+1% +$7.57K 0.04% 118
2025
Q1 		$734K Buy
776
+128
+20% +$125K 0.04% 119
2024
Q4 		$664K Buy
648
+9
+1% +$9.13K 0.03% 123
2024
Q3 		$607K Sell
639
-13
-2% -$11.3K 0.03% 135
2024
Q2 		$513K Buy
652
+72
+12% +$56.2K 0.03% 142
2024
Q1 		$484K Sell
580
-26
-4% -$20.9K 0.03% 145
2023
Q4 		$492K Sell
606
-45
-7% -$31.4K 0.03% 113
2023
Q3 		$421K Sell
651
-10
-2% -$6.99K 0.03% 123
2023
Q2 		$457K Hold
661
– – 0.03% 125
2023
Q1 		$442K Sell
661
-10
-1% -$7.04K 0.03% 122
2022
Q4 		$475K Buy
671
+102
+18% +$68.1K 0.04% 119
2022
Q3 		$313K Sell
569
-60
-10% -$39.3K 0.03% 143
2022
Q2 		$383K Sell
629
-3
-0.5% -$1.95K 0.03% 126
2022
Q1 		$483K Buy
632
+4
+0.6% +$3.13K 0.03% 125
2021
Q4 		$575K Buy
628
+82
+15% +$74.8K 0.03% 112
2021
Q3 		$458K Buy
546
+119
+28% +$107K 0.03% 128
2021
Q2 		$374K Hold
427
– – 0.02% 145
2021
Q1 		$322K Buy
+427
New +$310K 0.02% 159

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

Obermeyer Wealth Partners's BLK Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Blackrock (BLK) stake by 2.5% in Q2 2026, selling an estimated $19.6K and leaving 744 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #145.

Obermeyer Wealth Partners first reported a position in BLK in Q1 2021 and has held it in 22 quarters since. The position peaked at $911K in Q3 2025. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Obermeyer Wealth Partners held 744 shares of Blackrock worth $715K as of Q2 2026.
  • Obermeyer Wealth Partners sold 19 Blackrock shares in Q2 2026, an estimated $19.6K.
  • Blackrock made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Obermeyer Wealth Partners first reported a position in Blackrock in Q1 2021 and has held it in 22 quarters since.
  • Obermeyer Wealth Partners's Blackrock position peaked at $911K in Q3 2025.
  • 2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.