Patrick M. Sweeney & Associates’s Blackrock BLK Stock Holding History

Patrick M. Sweeney & Associates’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	$305K	Sell	317 -6	-2%	-$6.21K	0.17%	132
2026 Q1	$310K	Hold	323	–	–	0.2%	125
2025 Q4	$345K	Hold	323	–	–	0.22%	109
2025 Q3	$376K	Hold	323	–	–	0.24%	95
2025 Q2	$349K	Buy	323 +14	+5%	+$13.2K	0.24%	103
2025 Q1	$292K	Buy	309 +18	+6%	+$17.6K	0.22%	115
2024 Q4	$299K	Hold	291	–	–	0.22%	114
2024 Q3	$276K	Buy	+291	New	+$252K	0.2%	121

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

Patrick M. Sweeney & Associates's BLK Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Blackrock (BLK) stake by 1.9% in Q2 2026, selling an estimated $6.21K and leaving 317 shares worth $305K. The position accounts for 0.17% of the portfolio, ranked #132.

Patrick M. Sweeney & Associates first reported a position in BLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $376K in Q3 2025. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Patrick M. Sweeney & Associates held 317 shares of Blackrock worth $305K as of Q2 2026.
Patrick M. Sweeney & Associates sold 6 Blackrock shares in Q2 2026, an estimated $6.21K.
Blackrock made up 0.17% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #132 holding.
Patrick M. Sweeney & Associates first reported a position in Blackrock in Q3 2024 and has held it in 8 quarters since.
Patrick M. Sweeney & Associates's Blackrock position peaked at $376K in Q3 2025.
2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.