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PDS Planning’s Blackrock BLK Stock Holding History

PDS Planning’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 		$879K Buy
914
+36
+4% +$37.2K 0.05% 177
2026
Q1 		$844K Sell
878
-13
-1% -$13.7K 0.06% 169
2025
Q4 		$953K Sell
891
-47
-5% -$51.4K 0.06% 148
2025
Q3 		$1.09M Sell
938
-6
-0.6% -$6.71K 0.08% 126
2025
Q2 		$990K Buy
944
+81
+9% +$76.6K 0.07% 131
2025
Q1 		$816K Buy
863
+60
+7% +$58.8K 0.07% 131
2024
Q4 		$823K Buy
803
+31
+4% +$31.5K 0.07% 113
2024
Q3 		$733K Buy
772
+26
+3% +$22.5K 0.07% 133
2024
Q2 		$587K Buy
746
+163
+28% +$127K 0.06% 143
2024
Q1 		$486K Buy
583
+4
+0.7% +$3.21K 0.05% 167
2023
Q4 		$470K Buy
579
+61
+12% +$42.6K 0.05% 157
2023
Q3 		$335K Sell
518
-1
-0.2% -$699 0.04% 198
2023
Q2 		$359K Sell
519
-10
-2% -$6.7K 0.05% 182
2023
Q1 		$354K Buy
529
+155
+41% +$109K 0.05% 165
2022
Q4 		$265K Buy
+374
New +$250K 0.04% 158
2021
Q3 		– Sell
-236
Closed -$206K – 213
2021
Q2 		$206K Buy
+236
New +$199K 0.05% 171

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

PDS Planning's BLK Position: Q2 2026 in Review

PDS Planning increased its Blackrock (BLK) stake by 4.1% in Q2 2026, buying an estimated $37.2K and bringing the position to 914 shares worth $879K. The position accounts for 0.05% of the portfolio, ranked #177.

PDS Planning first reported a position in BLK in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.09M in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • PDS Planning held 914 shares of Blackrock worth $879K as of Q2 2026.
  • PDS Planning bought 36 Blackrock shares in Q2 2026, an estimated $37.2K.
  • Blackrock made up 0.05% of PDS Planning's portfolio in Q2 2026, its #177 holding.
  • PDS Planning first reported a position in Blackrock in Q2 2021 and has held it in 16 quarters since.
  • PDS Planning's Blackrock position peaked at $1.09M in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.