Opus Investment Management’s Blackrock BLK Stock Holding History

Opus Investment Management’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	$1.44M	Hold	1,500	–	–	0.86%	26
2025 Q4	$1.61M	Hold	1,500	–	–	0.98%	23
2025 Q3	$1.75M	Hold	1,500	–	–	1.08%	23
2025 Q2	$1.57M	Hold	1,500	–	–	1.05%	23
2025 Q1	$1.42M	Buy	+1,500	New	+$1.47M	1.01%	26
2024 Q4	–	Sell	-1,500	Closed	-$1.42M	–	30
2024 Q3	$1.42M	Hold	1,500	–	–	1%	26
2024 Q2	$1.18M	Hold	1,500	–	–	0.76%	31
2024 Q1	$1.25M	Hold	1,500	–	–	0.82%	30
2023 Q4	$1.22M	Hold	1,500	–	–	0.7%	32
2023 Q3	$970K	Hold	1,500	–	–	0.6%	34
2023 Q2	$1.04M	Hold	1,500	–	–	0.37%	64
2023 Q1	$1M	Hold	1,500	–	–	0.36%	65
2022 Q4	$1.06M	Sell	1,500 -7,255	-83%	-$4.84M	0.38%	64
2022 Q3	$4.82M	Hold	8,755	–	–	1.12%	24
2022 Q2	$5.33M	Hold	8,755	–	–	1.15%	25
2022 Q1	$6.69M	Buy	8,755 +600	+7%	+$469K	1.03%	20
2021 Q4	$7.47M	Hold	8,155	–	–	1.07%	15
2021 Q3	$6.84M	Hold	8,155	–	–	1.05%	14
2021 Q2	$7.13M	Hold	8,155	–	–	1.07%	14
2021 Q1	$6.15M	Buy	8,155 +1,915	+31%	+$1.39M	0.9%	25
2020 Q4	$4.5M	Hold	6,240	–	–	0.71%	40
2020 Q3	$3.52M	Hold	6,240	–	–	0.67%	42
2020 Q2	$3.4M	Hold	6,240	–	–	0.69%	42
2020 Q1	$2.75M	Buy	6,240 +1,240	+25%	+$611K	0.58%	47
2019 Q4	$2.51M	Hold	5,000	–	–	0.41%	73
2019 Q3	$2.23M	Buy	5,000 +3,500	+233%	+$1.56M	0.39%	75
2019 Q2	$704K	Hold	1,500	–	–	0.13%	90
2019 Q1	$641K	Buy	+1,500	New	+$629K	0.13%	82

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

Opus Investment Management's BLK Position: Q1 2026 in Review

Opus Investment Management held its Blackrock (BLK) position steady in Q1 2026 at 1,500 shares worth $1.44M. The position accounts for 0.86% of the portfolio, ranked #26.

Opus Investment Management first reported a position in BLK in Q1 2019 and has held it in 28 quarters since. The position peaked at $7.47M in Q4 2021. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Opus Investment Management held 1,500 shares of Blackrock worth $1.44M as of Q1 2026.
Opus Investment Management left its Blackrock share count unchanged in Q1 2026.
Blackrock made up 0.86% of Opus Investment Management's portfolio in Q1 2026, its #26 holding.
Opus Investment Management first reported a position in Blackrock in Q1 2019 and has held it in 28 quarters since.
Opus Investment Management's Blackrock position peaked at $7.47M in Q4 2021.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.