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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDS Planning's BLK Position: Q1 2026 in Review

PDS Planning reduced its Blackrock (BLK) stake by 1.5% in Q1 2026, selling an estimated $13.7K and leaving 878 shares worth $844K. The position accounts for 0.06% of the portfolio, ranked #169.

PDS Planning first reported a position in BLK in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • PDS Planning held 878 shares of Blackrock worth $844K as of Q1 2026.
  • PDS Planning sold 13 Blackrock shares in Q1 2026, an estimated $13.7K.
  • Blackrock made up 0.06% of PDS Planning's portfolio in Q1 2026, its #169 holding.
  • PDS Planning first reported a position in Blackrock in Q2 2021 and has held it in 15 quarters since.
  • PDS Planning's Blackrock position peaked at $1.09M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.